Episodes
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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.
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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.
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Missing episodes?
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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.
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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 Epochâs 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.
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Itâs been a wild ride for financial markets and it seemed timely to bring GSFMâs 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 âLiberation Dayâ, the turmoil unleashed by the Trump administrationâs tariffs policy and potential outcomes. GSFMâs CEO Damien McIntyre joins Stephen.
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This episode is focused on private credit and features Tanarra Credit Partnersâ 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.
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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.
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In this episode, GSFM's CEO Damien McIntyre chats with Qiao Ma, lead portfolio manager of the Munro Global Growth Small & Midcap Fund. Their conversation dives into the world of global small and mid cap companies and Munro's Areas of Interest, which drive stock selection across the market cap spectrum.
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GSFM hosted Nick Griffin, Qiao Ma and James Tsinidis from Munro Partners at a lunch event at the Sofitel Melbourne on Collins on 20 March 2024. This event was part of a national series which also took place in Brisbane, Sydney, Adelaide and Perth.
We hope you enjoy the podcast and find the content compelling and valuable.
The information provided by GSFM and Munro 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 Munro 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.
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.
Before making an investment decision in relation to the Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statements for the Funds.
Product Disclosure Statements and Target Market Determinations for all Munro funds are available at gsfm.com.au
Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.
GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GRES) is the responsible entity of the Munro Climate Change Leaders Fund ARSN 654 018 952 (Fund) and Munro Climate Change Leaders Fund (Managed Fund) (âMCCL.ASXâ) ARSN 654 018 952 (Fund), the Munro Concentrated Global Growth Fund ARSN 630 173 189 (Fund) and Munro Concentrated Global Growth Fund (Managed Fund) (âMCGG.ASXâ) ARSN 654 019 940 (Fund), and the Munro Global Growth Fund ARSN 612 854 547 (Fund) and Munro Global Growth Fund (Hedge Fund) (âMAET.ASXâ) ARSN 630 319 053 (Fund) and is the issuer of this podcast.
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This second episode sees CEO Damien McIntyre in conversation with TD Epoch's investment strategist Kevin Hebner. Together they discuss the macro issues and themes most likely to impact markets in 2024 - and yes, AI is definitely one of those themes!
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In the first episode for 2024, GSFM's investment strategist Stephen Miller and CEO Damien McIntyre discuss the year ahead and, specifically, the macro and structural themes likely to effect markets and investors.
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In this episode, Man GLG's Ed Cole joins CEO Damien McIntyre to talk about the global macro environment and how it is affecting financial markets.
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In this latest episode, GSFM's CEO Damien McIntyre chats about investing in Asia with Man GLG's Andrew Swan, who has spent the last 20 years investing in the region. Andrew shares his insights and perspectives on the region and explains the differences between investing in Asia and more broadly in emerging markets. A great conversation and a must-listen episode for those with an interest in Asian markets.
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In this episode, Tribeca's small cap manager Simon Brown joins CEO Damien McIntyre to talk about the Australian market and small and mid cap stocks and sectors in particular. Hear how the sector fared in the recent reporting season, coming off the back of a challenging year for smaller companies globally.
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In this podcast, we bring you a presentation delivered by two global growth equities specialists from Munro Partners: CIO Nick Griffin and portfolio manager Qiao Ma. This episode was recorded in Melbourne on 16 August 2023, the final event in the Global Growth roadshow.
The information provided by GSFM and Munro 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 Munro 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.
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.
Before making an investment decision in relation to the Fund, investors should consider the appropriateness of this information, having regard to their own objectives, financial situation and needs and read and consider the product disclosure statements for the Funds. Fund Disclaimers, Product Disclosure Statements and Target Market Determinations for all Munro funds are available at gsfm.com.au
Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509. GSFM Responsible Entity Services Limited ABN 48 129 256 104 AFSL 321517 (GRES) is the responsible entity of the Munro Climate Change Leaders Fund ARSN 654 018 952 (Fund) and Munro Climate Change Leaders Fund (Managed Fund) (âMCCL.ASXâ) ARSN 654 018 952 (Fund), the Munro Concentrated Global Growth Fund ARSN 630 173 189 (Fund) and Munro Concentrated Global Growth Fund (Managed Fund) (âMCGG.ASXâ) ARSN 654 019 940 (Fund), and the Munro Global Growth Fund ARSN 612 854 547 (Fund) and Munro Global Growth Fund (Hedge Fund) (âMAET.ASXâ) ARSN 630 319 053 (Fund) and is the issuer of this podcast.
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GSFM's CEO Damien McIntyre sits down with Munro Partners' responsible investing manager Mike Harut. They discuss the benefits of incorporating ESG factors into company analysis, the role of responsible investing in the stewardship of capital and the importance of being fully transparent to investors.
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In this episode, GSFM's CEO Damien McIntyre chats with Munro Partners portfolio manager Kieran Moore. They discuss growth equities in the current environment and examine Munro's Areas of Interest.
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