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The investment approach is derived from a single investment philosophy shared by Alex Becks and Larry McManus. This philosophy is well established and has been utilized by both individuals for over 25 years and has facilitated the development of a portfolio that has consistently added value over time. The investment approach is largely based upon qualitative judgement enhanced by computer-generated screening. Our portfolio managers bring more than 60 years of combined investment experience to the firm.
Gryphon International’s investment process is focused on stock selection and primarily employs a company specific (bottom up) process; approximately 80% of the research performed is company specific. The remaining 20% is derived from a macro-overlay (top down) process that takes into account broader sector, regional, economic and political considerations. The portfolio managers' objective is to find the most attractive global growth companies, that are not only ‘best in class’ but are also attractive investments based on absolute valuation criteria. Gryphon International provides a focused all-cap growth portfolio that has a long-term investment horizon.
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