GFM Wealth Advisory Podcast
GFM Wealth Advisory Podcast
Podcast Description
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.
Podcast Insights
Content Themes
The podcast centers around investment strategies, asset management, and market trends, with episode examples including detailed analyses of funds like the Ellerston JAADE Private Assets Fund and the Perpetual Pure Microcap Fund, focusing on topics such as private equity investing, emerging investment opportunities, and macroeconomic influences on investment decisions.
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.
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.
Hosted on Acast. See acast.com/privacy for more information.
Disclaimer
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