GFM Wealth Advisory Podcast

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 w...

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 a...

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....

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 ex...

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 acas...

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 macroec...

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 r...

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 sh...

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 construc...

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 constructio...

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 environme...

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 glo...

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. Hosted on Acast. See acast.co...

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 priv...

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