Past Webinars
MEET THE MANAGER – MUNRO GLOBAL GROWTH FUND & CLIMATE CHANGE LEADERS FUND 2024
Wednesday 5th June 2024
Patrick Malcolm, our Senior Partner, is joined by special guest Nick Griffin, the Chief Investment Officer of Munro Partners.
Patrick and Nick discussed the current macroeconomic environment, the investment opportunities of decarbonising the planet, and provided update on the Munro Global Growth Fund & Climate Change Leaders Fund portfolios. [Read More]
MEET THE MANAGER – AORIS INTERNATIONAL FUND 2024
Wednesday 13th March 2024
Patrick Malcolm, our Senior Partner, is joined by Stephen Arnold, Managing Director and CIO and Delian Entchev, Portfolio Manager, Aoris Investment Management.
Patrick, Stephen and Delian discussed the key positions in the portfolio, the investment opportunities, and discussed the macroeconomic environment. [Read More]
MEET THE MANAGER – ELLERSTON JAADE PRIVATE ASSETS FUND 2023
Wednesday 25th October 2023
Patrick Malcolm, our Senior Partner, is joined by David Leslie, Portfolio Manager, Ellerston JAADE Private Assets Fund.
Patrick and David discussed private asset investing and provided an update on the Ellerston JAADE Private Assets Fund portfolio. [Read More]
MEET THE MANAGER: MAGELLAN GLOBAL FUND & MAGELLAN INFRASTRUCTURE FUND 2023
Wednesday 2nd August 2023
Paul Nicol, our Managing Partner, is joined by special guests Arvid Streimann CFA, Portfolio Manager and Head of Macro at Magellan, and Gerald Stack, Deputy CIO, Head of Infrastructure and Portfolio Manager.
Paul, Arvid and Gerald discussed key positions in both portfolios, the investment opportunities, and discussed the macroeconomic environment. [Read More]
MEET THE MANAGER: PERPETUAL EQUITY INVESTMENT COMPANY (ASX:PIC) & PERPETUAL PURE MICROCAP FUND
Wednesday 21st June 2023
Patrick Malcolm, our Senior Partner, is joined by special guests Vince Pezzullo, Head of Equities at Perpetual Investments and is the Portfolio Manager of Perpetual Equity Investment Company Limited (ASX Code: PIC) & Alex Patten, Co-Portfolio Manager of the Perpetual Pure Microcap Fund.
Patrick, Vince and Alex discussed key positions in both portfolios, the investment opportunities, and discussed the macroeconomic environment. [Read More]
MEET THE MANAGER: MUNRO GLOBAL GROWTH FUND & CLIMATE CHANGE LEADER FUND
Wednesday 31st May 2023
Paul Nicol, our Managing Partner, is joined by special guests James Tsinidis, Partner & Portfolio Manager and Qiao Ma, Portfolio Manager at Munro Partners.
Paul, James and Qiao discussed key positions in both portfolios, the investment opportunities in decarbonisation, and discussed the macroeconomic environment. [Read More]
MEET THE MANAGER: ELLERSTON JAADE PRIVATE ASSETS FUND
Wednesday 30th November 2022
Paul Nicol, our Managing Partner, is joined by David Leslie, Co-Portfolio Manager, Ellerston JAADE Private Assets Fund.
Paul and David discussed private asset investing and provided an update on the Ellerston JAADE Private Assets Fund portfolio. [Read More]
MEET THE MANAGER: MAGELLAN INFRASTRUCTURE FUND
Thursday 9th November 2022
Patrick Malcolm, our Senior Partner, is joined by Gerald Stack, Head of Investments, Head of Infrastructure and Portfolio Manager at Magellan.
Patrick and Gerald discussed the positioning of the Magellan Infrastructure portfolio against the backdrop of the complex economic conditions, Gerald’s current views on listed infrastructure and the opportunities and risks. [Read More]
MEET THE MANAGER: AUSTRALIAN FOUNDATION INVESTMENT COMPANY (AFI), DJERRIWARRH (DJW) & MIRRABOOKA INVESTMENTS (MIR)
Wednesday 26th October 2022
Paul Nicol, our Managing Partner, is joined by Mark Freeman, Kieran Kennedy, David Grace and Brett McNeill.
Paul, Mark, Kieran, David and Brett discussed recent events and provided an update on the respective portfolios. [Read More]
MEET THE MANAGER: PERPETUAL PURE MICROCAP FUND
Wednesday 27th July 2022
Patrick Malcolm, our Senior Partner, is joined by Jack Collopy, Portfolio Manager for the Perpetual Pure Microcap and Smaller Companies Funds and Alex Patten, Deputy Portfolio Manager, Perpetual Smaller companies Fund.
Patrick, Jack and Alex discussed Microcap investing, reflected on recent market events and provided an update on the Perpetual Pure Microcap Portfolio. [Read More]
MEET THE MANAGER: STEWART INVESTORS WORLDWIDE SUSTAINABILITY FUND
Wednesday 22nd June 2022
James Malliaros, our Senior Financial Planner, is joined by special guests Nick Edgerton, an Investment Analyst with the Stewart Investors.
James and Nick discussed the current macroeconomic environment, Stewart Investors’ investment process and current stock positions in the Stewart Investors Worldwide Sustainability Fund portfolio. [Read More]
MEET THE MANAGER: MAGELLAN GLOBAL FUND
Friday 6th May 2022
Patrick Malcolm, our Senior Partner, is joined by special guests Nikki Thomas, who is the Portfolio Manager – Global Equities and Arvid Streimann, who is the Head of Macro and co-Portfolio Manager of the Global Equity Strategy.
Patrick, Nikki and Arvid discussed the current macroeconomic environment, Magellan’s investment process and current stock positions in the Global Fund portfolio. [Read More]
MEET THE MANAGER: PERPETUAL EQUITY INVESTMENT COMPANY LIMITED (ASX:PIC)
Tuesday 12th April 2022
Paul Nicol, our Managing Partner, is joined by special guest Vince Pezzullo, the Deputy Head of Equities at Perpetual Investments and is the Portfolio Manager of Perpetual Equity Investment Company Limited (ASX:PIC).
Paul and Vince discussed the positioning of the PIC portfolio against the backdrop of the current complex economic conditions, Vince’s current views on the market, and the current opportunities and risks in the market.[Read More]
MEET THE MANAGER: MUNRO GLOBAL GROWTH FUND & CLIMATE CHANGE LEADER FUND
Monday 21st March 2022
Patrick Malcolm, our Senior Partner, is joined by special guest Nick Griffin, the Chief Investment Officer of Munro Partners.
Patrick and Nick discussed the current macroeconomic environment, Munro’s recently listed Climate Change Leaders Fund, discussing the investment opportunities of decarbonising the planet, and provided an update on the Munro Global Growth Fund & Climate Change Leaders Fund portfolios.[Read More]
MEET THE MANAGER: WILSON ASSET MANAGEMENT – WAM MICROCAP (ASX:WMI)
Wednesday 9th February 2022
Paul Nicol, our Managing Partner, is joined by special guests Oscar Oberg and Tobias Yao, who are Portfolio Managers at Wilson Asset Management for the WAM Microcap.
Paul, Oscar and Tobias discussed Microcap investing, recent market events and provided an update on the WAM Microcap portfolio.[Read More]
INTERVIEW WITH HAMISH DOUGLASS
Tuesday 14th December 2021
GFM Partners Paul Nicol and Patrick Malcolm and Senior Financial Advisers James Malliaros and Sam Eley interviewed Hamish Douglass, Magellan’s Chairman and Chief Investment Officer on Tuesday December 14.
GFM’s relationship with Magellan dates back over ten years. Many of our clients have been invested in the flagship Global Fund for that time, benefiting from outstanding risk-adjusted returns.[Read More]
MEET THE MANAGER: ELLERSTON JAADE PRIVATE ASSETS FUND
Thursday 25th November 2021
Paul Nicol, our Managing Partner, is joined by special guest David Leslie, who is the Co-Portfolio Manager, Ellerston JAADE Private Assets Fund.
Paul and David discussed private asset investing, reflected on recent market events and provided an update on the Ellerston JAADE Private Assets Fund Portfolio.[Read More]
MARKET UPDATE & OUTLOOK FOR 2022
Tuesday 10th November 2021
GFM Advisers Paul Nicol, Patrick Malcolm, James Malliaros and Sam Eley, is joined by special guest James Holt, who is a Senior Investment Specialist Manager at Perpetual Investments.
James Holt reflected on recent market events and provided an overview of the global economic backdrop looking into 2022 and how this is likely to affect investment markets over the next few years.[Read More]
MEET THE MANAGER: AUSTRALIAN FOUNDATION INVESTMENT COMPANY & MIRRABOOKA INVESTMENTS
Tuesday 19th October 2021
Patrick Malcolm, our Senior Partner, is joined by special guests Mark Freeman, Kieran Kennedy and Geoff Driver from AFIC and Mirrabooka.
Patrick, Mark, Kieran and Geoff discussed recent market events and provided an update on the respective portfolios. [Read More]
MEET THE MANAGER: ELLERSTON GLOBAL MID SMALL CAP FUND
Thursday 23rd September 2021
Paul Nicol, our Managing Partner, is joined by special guest Bill Pridham, who is the Portfolio Manager of the Ellerston Global Mid Small Cap Fund.
Paul and Bill discussed Global Mid Small Cap investing, reflected on recent market events and provided an update on the Ellerston Global Small Mid Cap Portfolio. [Read More]
MEET THE MANAGER: PERPETUAL PURE MICROCAP FUND
Thursday 2nd September 2021
Patrick Malcolm, our Senior Partner, is joined by Jack Collopy, Portfolio Manager for the Perpetual Pure Microcap and Smaller Companies Funds and Alex Patten, Deputy Portfolio Manager, Perpetual Smaller companies Fund.
Patrick, Jack and Alex discussed Microcap investing, reflected on recent market events and provided an update on the Perpetual Pure Microcap Portfolio. [Read More]
MEET THE MANAGER: STEWART INVESTORS WORLDWIDE SUSTAINABILITY FUND
Wednesday 28th July 2021
Patrick Malcolm, our Senior Partner, is joined by Nick Edgerton, an Investment Analyst with Stewart Investors.
Patrick and Nick discussed sustainable investing, reflected on recent market events and provided an update on the Stewart Investors Worldwide Sustainability portfolio. [Read More]
MEET THE MANAGER: CHARTER HALL DIRECT OFFICE FUND
Wednesday 30th June 2021
James Malliaros, our Senior Financial Planner, is joined by Steven Bennett, CEO, Charter Hall Direct Property.
James and Steven discussed the positioning of the Charter Hall Direct Office Fund portfolio against the backdrop of the complex economic conditions, Steven’s current views on commercial property and the opportunities and risks in the years ahead. [Read More]
MEET THE MANAGER: MAGELLAN INFRASTRUCTURE FUND
Thursday 10th June 2021
Patrick Malcolm, our Senior Partner, is joined by Gerald Stack, Head of Investments, Head of Infrastructure and Portfolio Manager at Magellan.
Patrick and Gerald discussed the positioning of the Magellan Infrastructure portfolio against the backdrop of the complex economic conditions, Gerald’s current views on listed infrastructure and the opportunities and risks. [Read More]
MEET THE MANAGER: PERPETUAL EQUITY INVESTMENT COMPANY LIMITED (ASX:PIC)
Wednesday 5th May 2021
Paul Nicol, our Managing Partner, is joined by Vince Pezzullo, who is the Deputy Head of Equities at Perpetual Investments and is the Portfolio Manager of Perpetual Equity Investment Company Limited (ASX:PIC).
Paul and Vince were very insightful in their discussion on the positioning of the PIC portfolio against the backdrop of the current complex economic conditions, Vince’s current views on the market, and the current opportunities and risks in the market. [Read More]
MEET THE MANAGER: MAGELLAN GLOBAL FUND
Wednesday 14th April 2021
Paul Nicol, our Managing Partner is joined by Arvid Streimann, who is the Head of Macro and co-Portfolio Manager of the Global Equity Strategy at Magellan.
Paul and Arvid were very insightful in their discussion on the current macroeconomic environment and also Magellan’s investment process and current stock positions in the Global Fund portfolio. [Read More]
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]