Past Webinars
MEET THE MANAGER: MEET THE MANAGER: MUNRO GLOBAL GROWTH FUND
Thursday 11th February 2021
Patrick Malcolm, our Senior Partner is joined by Nick Griffin who is the Chief Investment Officer of Munro Partners. Patrick and Nick were very insightly in their discussion on global growth investing. Nick provided an update on the Munro Global Growth Fund, including an update on current investments including, Atlassian, Hello Fresh and Pay Pal. [Read More]
MEET THE MANAGER: WILSON ASSET MANAGEMENT – WAM MICROCAP FUND
Wednesday 9th December 2020
Paul Nicol, our Managing Partner, is joined by special guests Oscar Oberg and Tobias Yao, Portfolio Managers at Wilson Asset Management for the WAM Microcap Fund. Oscar and Tobias provided an update on WAM Microcap (WMI) and current portfolio positions. Since its listing on the ASX in June 2017, it has produced a stunning 21.3% per annum return on its underlying portfolio. [Read More]
MEET THE MANAGER: ELLERSTON JAADE PRIVATE ASSETS FUND PRIVATE ASSET INVESTING – A COMPELLING INVESTMENT THEMATIC
Wednesday 25th November 2020
Paul Nicol, our Managing Partner, is joined by David Leslie, Co-Portfolio Manager, Ellerston JAADE Private Assets Fund and Toni Korsanos, Investment Director within the JAADE Private Equity Team. David and Toni are incredibly insightful presenters and provided an update on our preferred private asset fund, the Ellerston JAADE Private Assets Fund, including an update on current investments in the JAADE fund including Mable, SiteMinder and Camms. [Read More]
MARKET UPDATE & OUTLOOK FOR 2021
Wednesday 11th November 2020
GFM Advisers Paul Nicol, Patrick Malcolm and James Malliaros is joined by our special guest James Holt, who is a Senior Investment Specialist Manager at Perpetual Investments.
During the period of COVID this year, investment markets have been volatile, and the outlook continues to remain uncertain. James gave an overview of the global economic backdrop looking in 2021 and how this is likely to affect investment markets over the next few years. [Read More]
MEET THE MANAGER: WCM INVESTMENT MANAGEMENT – AN UPDATE ON THE WCM QUALITY GLOBAL GROWTH FUND
Tuesday 6th October 2020
Patrick Malcolm, our Senior Partner, is joined by Brian Huerta, Client Portfolio Manager with WCM Investment Management. Patrick and Brian reflected on recent market events, and Brian discussed the concept of “moats” when investing, the importance of corporate culture, online shopping, fast cars and yoga! He also provided an update on the WCM Quality Global Growth Fund.[Read More]
MEET THE MANAGER: ELLERSTON ASIAN INVESTMENTS FUND (EAI) – WHY INVESTING IN ASIA IS COMPELLING
Thursday 10th September 2020
Paul Nicol, our Managing Partner, is joined by Mary Manning, who is the Portfolio Manager of Ellerston Asian Investments (ASX Code: EAI). Mary is incredibly insightful and covered US/China relations, The Rise of Asian Megacaps, The “Robinhood effect’ of Asia, a portfolio overview, and an outlook for investing in Asia and why it is compelling. [Read More]
MEET THE MANAGER: STEWART INVESTORS – AN UPDATE ON THE STEWART INVESTORS WORLDWIDE SUSTAINABILITY FUND
Wednesday 26th August 2020
Patrick Malcolm, our Senior Partner, is joined by special guest Nick Edgerton, an Investment analyst with Stewart Investors. Patrick and Nick reflected on recent market events, and Nick provided an update on the Stewart Investors Worldwide Sustainability portfolio and answered questions from webinar attendees. [Read More]
MEET THE MANAGER: PERPETUAL EQUITY INVESTMENT COMPANY LIMITED (ASX:PIC) – AN UPDATE ON THE AUSTRALIAN SHARE MARKET & GLOBAL OPPORTUNITIES
Wednesday 29th July 2020
Paul Nicol, our Managing Partner, is joined by special guest Vince Pezzullo, Deputy Head of Equities at Perpetual Investments and is the portfolio manager of the Perpetual Equity Investment Company Limited (ASX:PIC). Paul and Vince reflected on recent market events and provided an update of his current views on the market, sector and stock opportunities, lessons from the recent sell-off and what the future holds. [Read More]