Reade Griffith

Co-Founder and CIO, Tetragon Financial Group · 1 appearance on the record.

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Reade Griffith co-founded alternative asset management firm Tetragon Financial Group in 2005, having previously co-founded multi-strategy hedge fund Polygon in 2002. Before founding Polygon, he established and served as CEO of Citadel Investment Group's European operations and served as a captain in the U.S. Marine Corps.

27statements → 12claims → 8claims resolved → 50%fully supported → 3.85/5average certainty → 1.63/5average debate potential → ≈4.5/5argument clarity, estimated → 1said about them ↓

4 supported 4 partly supported 0 contradicted 4 not checkable as stated how the 12 claims stand · each chip opens the sources

1 prediction · 11 assertions · 1 opinion · 12 insights · 2 disclosures · every statement was checked. The prediction and assertions are the 12 claims: statements the public record can support or contradict. 8 are resolved, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Reade argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Griffith: Tetragon's Portfolio Cannot Be Replicated via Direct Fund Investments

“There are things that we do with our capital on our balance sheet, which isn't replicable, whether it's investments that we just make in public markets or private markets and hold on our balance sheet, maybe We've invested some money with a strategy we think i…”

Reade Griffith Oct 17, 2022 ▶ 55:26 Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

100% certainty 3

75% certainty 4

50% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Reade Griffith on measured tape to publish a rate. This says nothing about how they speak.

What they said27 What others said1 Episodes1

Everything Reade Griffith said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Partly supported

Griffith: Baker Nye Was Among the First Five Hedge Funds Ever Launched

“He had set up this hedge fund in 1967. Clearly, they were in the first five hedge funds ever launched.”

Reade Griffith Oct 17, 2022 ▶ 10:31 Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)

Assertion Supported

Griffith: European markets experienced 40% drawdowns and frequent 20% drops post-2008

“I mean, the fact the markets were down 20, since 2008, we've had periods of down 40 in Europe over periods of time, let alone down 20, plenty of down twenties.”

Reade Griffith Oct 17, 2022 ▶ 23:46 Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)

Disclosure

Griffith: Tetragon makes only small allocations to evaluate external managers

“We don't do much investing with other managers. It tends to be very small amounts, but it's just to really get to know them better and to learn about the industry better.”

Reade Griffith Oct 17, 2022 ▶ 37:56 Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)

The other half of the tape: Reade Griffith's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on Capital Allocators. every mention, with the transcript →

Who brings them up most Kip McDaniel 1

Every mention by year

mentionsepisodesper episode tap a year for its mentions

2017 1 mention in 1 episode

Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20) Aug 7, 2017 · 1 mention · from 1:04:27
every mention in 2017, scene by scene →

Appearances (1)

Episode	Date	Speaking time
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)	Oct 17, 2022	47m