In our latest video market update Gryphon Capital co-founders and portfolio managers, Steven Fleming and Ashley Burtenshaw, discuss how the Gryphon team have successfully managed GCI’s asset allocation to date in 2020. Ash also discusses Gryphon’s outlook for the mortgage market and Steve elaborates on the powerful and important benefits of diversification when investing for income with capital preservation as a primary objective.
We also answer one of our most frequently asked questions: “If home loan interest rates are around 2.5% and GCI invests in bonds that are backed by home loans, how do Gryphon achieve (and indeed exceed) GCI’s target return of RBA cash + 3.50%”?
Please do watch the Gryphon market update. We really hope it is informative and, as always, welcome all feedback and any further questions.
Steve Fleming & Ash Burtenshaw