GFM Wealth Advisory Podcast

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GFM Wealth Advisory

10 episodes

1 day ago

Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia's top Fund Managers and our advisers.

Hosted on Acast. See acast.com/privacy for more information.

Investing

Business

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Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia's top Fund Managers and our advisers.

Hosted on Acast. See acast.com/privacy for more information.

Investing

Business

Episodes (10/10)

GFM Wealth Advisory Podcast

Meet the Manager: WCM Investment Management

In this episode, Senior Partner Patrick Malcolm and Senior Financial Adviser James Malliaros speak with Ryan Quinn from WCM Investment Management about the firm’s distinctive global growth strategy, which focuses on companies with expanding competitive advantages and strong corporate cultures. Ryan shares how WCM evaluates these intangible qualities, balances bottom-up stock selection with macroeconomic factors and identifies long-term opportunities across sectors such as Healthcare and Technology. He also discusses portfolio construction, risk management, and the red flags that prompt sell decisions, offering valuable insights for Australian investors considering global exposure.

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1 day ago

35 minutes 30 seconds

GFM Wealth Advisory Podcast

Meet the Manager: Ellerston JAADE Private Assets Fund

In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Sam Eley are joined by David Leslie, Investment Director, for an insightful discussion on private asset investing. David explains what private equity represents as an asset class, the key traits JAADE looks for in investment opportunities, and how the team actively adds value to portfolio companies. The conversation covers recent portfolio activity, trends in the Australian private equity market, and the outlook for key holdings like Mable and Firmus. David also shares how JAADE navigates emotional involvement and maintains a disciplined valuation approach and focus on long-term returns.

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1 week ago

49 minutes 52 seconds

GFM Wealth Advisory Podcast

Meet the Manager: Perennial Strategic Natural Resources Trust

In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Amelia Paullo are joined by Sam Berridge and Ewan Galloway, Portfolio Managers at Perennial Partners, to discuss the Strategic Natural Resources Trust. Together, they explore the opportunities and challenges of investing in the natural resources sector — a space that’s often overlooked but increasingly relevant in today’s shifting macroeconomic and geopolitical landscape.

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1 month ago

33 minutes 49 seconds

GFM Wealth Advisory Podcast

Meet The Manager: Munro Partners

In this episode, Managing Partner Paul Nicol is joined by Kieran Moore, Partner & Portfolio Manager – Munro Global Growth Fund (ASX: MAET) & Munro Climate Change Leaders Fund (ASX: MCCL).

Together, they delve into Munro Partners’ distinctive investment philosophy, exploring how the team identifies long-term structural growth opportunities across global markets. From portfolio construction and capital preservation to navigating macroeconomic shifts and emerging climate themes, this conversation offers valuable insights into the strategies driving Munro’s global growth and climate-focused funds.

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3 months ago

44 minutes 22 seconds

GFM Wealth Advisory Podcast

Meet The Manager: Perpetual Asset Management

In this episode, Senior Partner Patrick Malcolm is joined by Sean Roger, Co-Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short and the Perpetual Equity Investment Company (ASX:PIC).

This episode delves into Perpetual’s key holdings and market exposure, exploring how the team navigates both the Australian and global investment landscapes. Sean also covers portfolio construction, risk management strategies, and their outlook for future opportunities, as well as the challenges.

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4 months ago

42 minutes 16 seconds

GFM Wealth Advisory Podcast

Meet The Manager: Aoris International Fund

Senior Partner Patrick Malcolm is joined by Managing Director and CIO, Stephen Arnold. Together, they take a deep dive into the Aoris International Fund - exploring key portfolio holdings, market exposure, and how the team is navigating the current global investment landscape. The discussion covers Aoris' approach to portfolio construction and risk management, examining the macroeconomic environment and where future opportunities and challenges may lie.

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5 months ago

43 minutes 45 seconds

GFM Wealth Advisory Podcast

Economic & Market Update with Macquarie Bank

Managing Partner Paul Nicol is joined by Gary Ding, Lead Portfolio Manager, Macquarie Bank, to provide an Economic and Market Update. Together, they discuss the current market and economic conditions, exploring the big picture and emerging trends that will have the most significant impact on the Global and Australian economies. In this episode, they examine the key factors influencing both the global and Australian economies, providing insights into the shifts and their implications for investors.

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5 months ago

40 minutes 9 seconds

GFM Wealth Advisory Podcast

Top Investments for 2025

Join Paul Nicol (Managing Partner), Patrick Malcolm (Senior Partner), and James Malliaros (Senior Financial Planner) from GFM Wealth Advisory as they explore their top investment picks for 2025. They’ll discuss why these investments are preferred, what makes them attractive, their role in client portfolios, and the future outlook and opportunities for each investment.

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7 months ago

1 hour 6 minutes 33 seconds

GFM Wealth Advisory Podcast

Meet The Manager: Ellerston JAADE Private Assets Fund

Managing Partner Paul Nicol is joined by Investment Directors David Leslie and Jayne Shaw to explore private asset investing. Together, they take a deep dive into the Ellerston JAADE Fund which has just passed its 5-year anniversary since inception, producing extremely impressive results. They discuss key portfolio positions, emerging investment opportunities and the broader landscape of private equity investing.

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10 months ago

41 minutes 16 seconds

GFM Wealth Advisory Podcast

Meet The Manager: Perpetual Pure Microcap Fund

Senior Partner Patrick Malcolm is joined by Co-Portfolio Managers Alex Patten and James Rutledge to explore the world of microcap investing. Together, they discuss key portfolio positions, emerging investment opportunities, and the broader macroeconomic landscape.

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11 months ago

42 minutes 55 seconds