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 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.
Disclaimer
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