GFM Wealth Advisory Podcast

GFM Wealth Advisory
  • 0.0 (0)
  • Investing

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.

  1. Meet the Manager: Fairview Equity Partners

    Jun 21

    Meet the Manager: Fairview Equity Partners

    In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner James Malliaros are joined by Leo Barry, Portfolio Manager at Fairview Equity Partners, for an in-depth conversation on Australian equities and investing in small and mid-cap companies. Specialising in high-conviction, actively managed portfolios, Fairview has built a strong reputation for identifying quality businesses with attractive long-term growth potential—often in less efficiently priced areas of the market. In this conversation, Leo shares insights from his journey into funds management, the key lessons he’s learnt throughout his investing career, and how Fairview approaches stock selection with a focus on quality, discipline, and valuation. They also discuss the current opportunity set in small caps, where the team sees value today, and some common mistakes investors continue to make amid evolving market conditions. Hosted on Acast. See acast.com/privacy for more information.

    30 min
  2. Meet the Manager: Barrow Hanley Global Investors

    May 14

    Meet the Manager: Barrow Hanley Global Investors

    In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner Sam Eley are joined by Cory Martin, Chief Executive Officer, Executive Director, and Portfolio Manager at Barrow Hanley, for an in‑depth conversation on global investing. With an investment heritage dating back to 1979, Barrow Hanley is known for its disciplined, value-driven approach—focusing on companies that are both attractively priced and improving in quality and outlook. In this conversation, Cory shares how that philosophy has remained consistent across decades of market cycles, how the team balances value and quality, and why diversification beyond the market's most concentrated areas is increasingly important today. They also explore the widening gap between value and growth, the risks of concentration in large US technology stocks, and where Barrow Hanley is identifying compelling opportunities across global markets. Hosted on Acast. See acast.com/privacy for more information.

    32 min
  3. Meet The Manager – ELM Responsible Investments

    May 7

    Meet The Manager – ELM Responsible Investments

    In this episode, Managing Partner Paul Nicol is joined by Jai Mirchandani, Founder, Chief Investment Officer and Portfolio Manager at ELM Responsible Investments. Together, they explore the evolving world of responsible and sustainable investing—what it really means in practice, how it’s applied in portfolio construction, and why it’s becoming an increasingly important consideration for investors. From founder-led businesses to global compounders, this is a conversation about investing with both purpose and precision. Hosted on Acast. See acast.com/privacy for more information.

    36 min
  4. Meet the Manager: Pier 12 Capital

    Mar 25

    Meet the Manager: Pier 12 Capital

    In this episode, Senior Partner Patrick Malcolm is joined by Campbell McComb, Managing Director of Pier 12 Capital, for an in‑depth conversation on private asset investing. Campbell breaks down private equity as an asset class, the key characteristics Pier 12 looks for in potential investments, and how the team works closely with portfolio companies to actively create value. The discussion also explores recent portfolio activity, emerging trends in the private equity market, and the broader outlook for the sector. Campbell shares insights into how Pier 12 balances deep involvement with investee businesses while maintaining disciplined valuation processes and a strong focus on long-term returns. Hosted on Acast. See acast.com/privacy for more information.

    28 min
  5. Top Investments for 2026

    Mar 5

    Top Investments for 2026

    Join Patrick Malcolm (Senior Partner), James Malliaros (Senior Financial Planner) and Sam Eley (Senior Financial Planner from GFM Wealth Advisory as they explore their top investment picks for 2026. 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. Hosted on Acast. See acast.com/privacy for more information.

    1h 4m
  6. Meet the Manager: WCM Investment Management

    11/08/2025

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

    36 min
  7. Meet the Manager: Ellerston JAADE Private Assets Fund

    10/30/2025

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

    50 min
  8. Meet the Manager: Perennial Strategic Natural Resources Trust

    09/24/2025

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

    34 min
See All (15)

About

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.

Information

  • Creator
    GFM Wealth Advisory
  • Years Active
    2024 - 2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © GFM Wealth Advisory
  • Show Website
    GFM Wealth Advisory Podcast