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Everything from GSFM

Global themes in a tech driven world

From GSFM

In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is

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23 Oct 2018

Listed investment trusts – a listed growth story

From GSFM

Led by exchange traded funds (ETFs), listed investments have experienced significant growth over the last decade, a period which coincides with the end of the global financial crisis (GFC). In

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19 Sep 2018

Hold the champagne: The bond market’s ‘new pessimism’

From GSFM

I’m a bond guy, and as a paid-up member of the bond managers union (BMU), I must acknowledge that bond managers have a reputation for pessimism. Some of our more

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24 Aug 2018

Long/short investing – a true conviction strategy

From GSFM

A long/short equity strategy, as the name suggests, holds both long and short equity positions in its portfolio. In recent months there’s been a surge of flows into these strategies

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13 Aug 2018

Global small caps do some heavy lifting

From GSFM

Australian investors and financial advisers have long understood the benefits of adding Australian small cap funds to a diversified portfolio. Those same benefits apply to global small caps – and

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18 Jul 2018

Tribeca management acquires the interest of Grant Samuel Funds Management in Tribeca Investment Partners

From GSFM

Tribeca Investment Partners (Tribeca) is pleased to announce that the shareholding of Grant Samuel Funds Management (GSFM) has been acquired by Tribeca executive management effective from June 8, 2018. Tribeca

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13 Jun 2018

Ten most important charts for fixed income investors

From GSFM

Since the end of the Global Financial Crisis (GFC) there has been eight years of ‘sunny skies’ – however, with interest rates and inflation moving upward, Brad Boyd CFA, Portfolio

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12 Jun 2018

When bits meet atoms

From GSFM

In this third of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further to consider the implications of the second machine

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21 May 2018

Digital enterprise – the future is here

From GSFM

As businesses across all sectors grapple with digital disruption and race to embed technology across all facets of their business, a number of technology providers stand to benefit. In this

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26 Apr 2018

Back to the future: the return of the ‘old normal’

From GSFM

Grant Samuel Funds Management’s latest recruit, Advisor Stephen Miller, reflects on the recent volatility in the equity and bond markets following the re-emergence of inflationary pressures. He looks to the

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13 Mar 2018

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Earn CPD Points

CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
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Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfolios
For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]
CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]