GSFM has completed the acquisition of a 49 per cent equity stake in boutique quantitative equities specialist Redpoint Investment Management (Redpoint). Redpoint management will continue to control 51 per cent of the business. The two firms combined will manage over $17 billion. Redpoint was established in 2011 and specialises in listed asset classes including Australian equities, international […]
continue readingThe current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fuelled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate liquidity, record levels of VC activity and multiple fundraising rounds, has often produced stratospheric valuations that are difficult to reconcile with free-cash-flow (FCF) fundamentals. As […]
continue reading
30
Sep
2019
GSFM recently hosted fixed income specialists Payden & Rygel, who addressed advisers around the country. The presentation took a different view to the general bond market approach; instead it looked at how to avoid ‘flat earth’ thinking and related this to the world of investment. In other words, how not to follow the wrong crowd […]
continue reading
18
Sep
2019
A small revolution is brewing in the world of macroeconomics. It’s an idea that counts a Democratic socialist presidential candidate and a hedge fund manager among its adherents. The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, write about Modern Monetary Theory, popularly known as MMT. The team breaks […]
continue reading
29
Jul
2019
The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, according to GSFM and its fund manager partners Munro Partners, Payden & Rygel and Tribeca Investment Partners. GSFM adviser, Stephen Miller, said that given heightened uncertainties, investors need to keep diversification within portfolios front and […]
continue reading
25
Jul
2019
While the US is ‘back from the brink’ and markets have returned to positive territory in 2019, this cycle is well into its late innings. As discussed in this article from GSFM’s investment partner, Epoch Investment Partners, written by CEO and co-CIO Bill Priest, there are three reasons to maintain a cautious investment stance. The […]
continue reading
01
Jul
2019
5G heralds a new era in telecommunications, one that’s focused on speed and software. It’s an area of interest for Munro Partners, one of GSFM’s investment partners and manager of the Munro Global Growth Fund. In this article, the benefits of 5G are examined and the investment thesis explored. Some commentators are heralding the arrival […]
continue reading
30
May
2019
Policymakers are looking at the deflation endgame. In the last decade, we have been treated to a real-life demonstration of the possibilities of macro-economic policy that our parents’ generation would scarcely have believed. In this article, Man Group, one of GSFM’s investment partners, examines what’s left to policymakers to battle deflation. Growing up, we were […]
continue reading
08
May
2019
GSFM and Canadian-based Cambridge Global Asset Management have formed a partnership, with GSFM distributing the Cambridge Global Smaller Companies fund in the Australian and New Zealand markets. The partnership will leverage Cambridge’s extensive investment management capabilities and GSFM’s substantial distribution network in the region. Toronto and Boston based Cambridge Global Asset Management was founded in […]
continue reading
07
May
2019
Grant Samuel Funds Management has changed its name to GSFM as of 25 March 2019. The change follows the acquisition by Canadian wealth management firm CI Financial Corp. of an 80 per cent stake previously held in the business by corporate advisory firm Grant Samuel and a number of executives, in November 2016. Damien McIntyre, CEO […]
continue reading
28
Mar
2019
Earn CPD Points
CPD: Estate planning – overcoming client objectionsFinancial advisers are ideally positioned to initiate and project manage ...
CPD: Estate planning – where there’s a Will there’s a wayOften, when people think of estate planning, they focus on ...
CPD: Beyond the conflict, we see solutionsIt has been 50 years since the start of what ...
CPD: Welcome aboard – the importance of nurturing new client relationships (Part two)In the first part of this series on client onboarding, ...
CPD: Blitzscale and hope - unicorns, IPOs and the fear of repeating the late 1990sThe current hype about two-sided digital platforms, blitzscaling and winner-takes-most ...
0 comments