GSFM Conversations

Conversations| Inside the Vault with Tim Carleton

This final episode for 2025 has CEO Damien McIntyre in conversation with Tim Carleton, founder and CIO at Auscap Asset Management. They discuss the Australian equity market, the investment case for actively managed mid-cap stocks and their role in client portfolios.  

Conversations | Inside the Vault with Kera Van Valen

In this episode, GSFM's CEO Damien McIntyre goes 'inside the vault' with TD Epoch's managing director and portfolio manager Kera Van Valen. They discuss Epoch's shareholder yield strategy, its lower than market volatility and how its expected to fare in this more challenging economic environment.

Conversations | Investment Symposium Wrap with Stephen Miller

In this episode of Conversations, investment strategist Stephen Miller and CEO Damien McIntyre discuss the major themes that emerged from GSFM's recent Investment Symposium. They also canvas central bank positioning and consider the RBA's next (and imminent) move.

Conversations | Inside the vault with Mike Harut

This episode has GSFM CEO Damien McIntyre behind the microphone with Mike Harut. Mike is Munro Partners' responsible investment manager and is responsible for the integration of ESG across its portfolios. Mike also has a major role with the firms Climate Change Leaders strategy. Together, Damo and Mike take listeners through the structural trend that is climate and the 'winners', those companies at the forefront of decarbonising our world and best positioned to deliver for both the environment and investors.  

Conversations | Inside the Vault with Kieran Moore, July 2025

GSFM's CEO Damien McIntyre sat down with Munro Partners' portfolio manager Kieran Moore to discuss markets and global growth investing. Not surprisingly, AI continues to dominate conversations, but there are other Areas of Interest on team Munro's radar as it closely watches several key factors shaping the outlook for growth companies.

Conversations: Insight the Vault, June 2025

In this episode of Conversations, veteran Asian equities investor Andrew Swan joins GSFM's CEO Damien McIntyre to discuss the state of play in Asian markets. Their conversation spans tariffs, rates, the impact of a falling USD and increased consumerism. A great listen for anyone with interest in investing in Asian markets or more broadly.

Conversations: On Stage with Bill Priest and Kera Van Valen from Epoch Investment Partners, May 2025

GSFM hosted Bill Priest and Kera Van Valen from Epoch Investment Partners at a lunch event at the Sofitel Melbourne on Collins on 13 May 2025. This event was part of a series which also took place in Adelaide and Sydney.

We hope you enjoy the podcast and find the content valuable.

 

The information provided by GSFM and Epoch Investment Partners in this recording is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by GSFM and Epoch Investment Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time of publication. Market conditions may change which may impact the information contained in this podcast.

Fund Disclaimers, Product Disclosure Statements and Target Market Determinations for the Epoch Global Equity Shareholder Yield funds are available at gsfm.com.au

GSFM Pty Limited ABN 14 125 715 004 AFSL 317587 (GSFM) has a distribution arrangement with Epoch Investment Partners, Inc. (Epoch) to represent their products in Australia and New Zealand.

This audio recording was issued by GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 on 23 May 2025 for Financial Adviser use only.

Past performance information given in this presentation is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. While the Epoch Global Equity Shareholder Yield Funds form part of Epoch’s Global Equity Shareholder Yield composite, past performance of Epoch's Global Equity Shareholder Yield composite is not a reliable indicator of future performance of the Epoch Global Equity Shareholder Yield Funds and performance will differ. Returns are presented gross of investment management fees, taxes and other appropriate fees (i.e. commissions, custodial fees, etc.)

Neither GSFM Responsible Entity Services nor any GSFM entity guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. No representation or warranty is made concerning the accuracy of any data contained in this document.

 

 

Conversations Inside the Vault | Episode three

It’s been a wild ride for financial markets and it seemed timely to bring GSFM’s investment strategist Stephen Miller back to the microphone. Steve has been penning opinion pieces for the AFR and speaking to media far and wide about ‘Liberation Day’, the turmoil unleashed by the Trump administration’s tariffs policy and potential outcomes. GSFM’s CEO Damien McIntyre joins Stephen.

Conversations: Inside the Vault, Episode 2

This episode is focused on private credit and features Tanarra Credit Partners’ Peter Szekely in conversation with our CEO Damien McIntyre. Peter will discuss the outlook for private credit in the year ahead and the benefits of diversifying into a non-property exposed private credit strategy.

Conversations: Ep 1 2025 - Macro-economic themes and the year ahead

In this first episode of GSFM's Conversations for 2025, investment strategist Stephen Miller and CEO Damien McIntyre examine the issues of the day and discuss how they might impact the investment environment across 2025.