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.
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Meet the Manager: Perennial Strategic Natural Resources Trust
In this episode, Managing Partner Paul Nicol and Senior Financial Planner Amelia Paullo are joined by Sam Berridge, Portfolio Manager at Perennial Partners, for an insightful discussion on the structural forces shaping global commodity markets.
Sam shares his views on key investment themes including electrification, artificial intelligence, energy security and the growing demand for infrastructure and power. He explains how Perennial identifies opportunities within the natural resources sector and highlights the commodities and industries best positioned to benefit from these long-term trends.
The discussion also explores supply constraints, the outlook for China and global commodity demand, the role of gold as a defensive investment, and the qualities that distinguish successful resource companies from the broader market.
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20 Aug 2026
Meet the Manager: Magellan Infrastructure Fund
In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner James Malliaros are joined by Ofer Karliner, Co-Head of Infrastructure and Portfolio Manager at Magellan, for an in-depth conversation on infrastructure investing and the long-term trends shaping the global economy.
Ofer shares insights from his journey into funds management, explains what makes infrastructure such a compelling asset class, and discusses major investment themes including electrification, artificial intelligence, energy networks, and the growing demand for essential infrastructure assets.
The discussion also explores how Magellan identifies investment opportunities, the characteristics of high-quality infrastructure businesses, and the lessons investors can learn from maintaining a long-term focus amid short-term market noise.
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21 Jun 2026
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.
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14 May 2026
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.
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7 May 2026
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.
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25 Mar 2026
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.
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5 Mar 2026
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.
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8 Nov 2025
Meet the Manager: WCM Investment Management
Ryan Quinn of WCM Investment Management details their global growth strategy, emphasizing competitive advantages and strong corporate cultures, in conversation with Patrick Malcolm and James Malliaros, offering insights for Australian investors in this interview.
24 Sept 2025
Meet the Manager: Perennial Natural Resources Trust
Portfolio Managers Sam Berridge and Ewan Galloway discuss the Strategic Natural Resources Trust with Paul Nicol and Amelia Paullo, exploring investment opportunities within the evolving natural resources sector in this interview.
31 Jul 2025
Meet The Manager: Munro Partners
Kieran Moore of Munro Partners discusses their investment philosophy with host Paul Nicol, revealing how they pinpoint long-term structural growth prospects in global markets in this interview.
25 Jun 2025
Meet The Manager: Perpetual Asset Management
Sean Roger, Co-Portfolio Manager at Perpetual Asset Management, discusses Perpetual’s key holdings and market exposure with Patrick Malcolm, Senior Partner, in an interview about navigating Australian and global investment landscapes.
4 Jun 2025
Meet The Manager: Aoris International Fund
Stephen Arnold discusses the Aoris International Fund with Patrick Malcolm, analyzing portfolio holdings and risk management strategies in the current global investment landscape in this interview.
20 May 2025
Economic & Market Update with Macquarie Bank
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 global and Australian economies, providing insights into the shifts and their implications for investors.
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16 Mar 2025
Top Investments for 2025
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.
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19 Dec 2024
Meet The Manager: Ellerston JAADE Private Assets Fund
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 private equity investing.
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26 Nov 2024
Meet The Manager: Perpetual Pure Microcap Fund
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.
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Who has been a guest on GFM Wealth Advisory Podcast
Names identified in recent episode analyses. Showing up to five guests.
Ryan Quinn
Sam Berridge
Ewan Galloway
Paul Nicol
Amelia Paullo
Reach and audience
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Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 1 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
2
Social presence
0
YouTube
0
Engagement
0
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