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 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.

Disclaimer
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