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Discretionary Fund Management | Masterclass - Oct 2022

November 14, 2022 | 1h 2m 53s

Learning: Knowledge

Discretionary Fund Management is a hot topic at the moment, so how do these portfolios perform and how should fund managers adjust their strategic asset allocation to higher inflation and interest rate environments? Joining to discuss are:

Darren Burns, Executive, Cogence
Florbela Yates, Head of Equilibrium Investment Management
Roeloff Horne, Head of SA Portfolio Management, MitonOptimal
Roland Grabe, Head of Tailored Fund Portfolios, Old Mutual Wealth Wealth

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Discretionary Fund Management

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Equilibrium

Masterclass SA

MitonOptimal

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Old Mutual Wealth

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Gryphon is an independent asset manager founded in 1998 by an experienced team of investment professionals. The time since then has been spent managing funds, but also observing, thinking, and learning. We have created a niche for our specific expertise within the investment industry based on our core capabilities – these are rules-based investing and transition management.

Gryphon has established itself as an innovator of original investment products. This has been done by combining the competencies of our skillful investment team with a solid understanding of the legislative framework of the financial services industry.

We recognise two major risks to investment returns: emotions (namely fear & greed) and costs. In order to mitigate these risks, Gryphon practices a rules-based investment philosophy which ensures that the impact of both emotions and costs are reduced.

We're a small team and that works for us. It allows us to work closely together and share expertise, knowledge, and insights. We don’t spend too much time on job descriptions and titles. Instead, we are all equally committed to the job that needs to be done, whether it’s product structuring, portfolio management, research, business development or client service. This 'cross- pollination' has the effect of keeping us all focused and in touch with our unwavering business and investment objectives.

Twitter handle: @gryphon_am

Link to articles: Gryphon articles

Link to videos: Gryphon videos

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Co-founders Harry and Josh created Future Forex with the goal of transforming the South African forex industry through innovation, automation and full transparency.

As a first step on this journey, we became the market-leader in one of the best performing investment products in South Africa, Crypto Asset Arbitrage, which to date yields returns leagues ahead of traditional investments. In so doing, we acquired our FSP license (FSP 51884), processed billions of Rands worth of forex deals, and forged excellent relationships with partner banks. This has allowed us to hone our forex processing systems, build up a superb team, and negotiate market-leading rates with partner banks.

After thousands of hours of continued development, research, experimentation, and meetings with compliance and legal experts, we are proud to offer a streamlined service that is outstanding, cost-effective and, consequently, has left thousands of clients smiling.

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CFA Society South Africa

Cogence

Discovery Invest

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Financial Planning Institute of Southern Africa

Franklin Templeton

GEPF

Glacier by Sanlam

INN8 Invest

Institute of Retirement Funds Africa

Latest

M&G Investments Southern Africa

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Momentum Investments

Old Mutual Investment Group

Old Mutual Wealth

Outlook 2024

Prescient Investment Management

Roundtable

S&P Dow Jones Indices

Schroder Investment Management

The AI Hub

Commodities

ETF South Africa

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Markets South Africa

Offshore

WealthTech

The AI Hub

Sanlam

In the Hotseat I DFM

What is Cogence?

Discretionary Fund Management | Masterclass

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Discretionary Fund Management | Masterclass - Oct 2022

Learning: Knowledge

Tags

People

Asset Classes

Companies

Equilibrium

Masterclass SA

MitonOptimal

Old Mutual Wealth

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