Contact

About us

Our vision is to always deliver high quality investment strategies that provide exceptional outcomes for investors.

We focus on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global and Asian equities, fixed income and private credit, as well as alternative strategies.

Success to us is measured by the strength of our investment partnerships, the quality of the strategies we offer, and the meaningful relationships we develop with financial advisers and institutional clients.

The GSFM story

When the business launched with the Epoch Global Equity Shareholder Yield strategy during the GFC, it stepped into a volatile market. Undeterred, its founders Damien McIntyre and Andrew McKinnon pursued their quest to seek out best-in-class investment managers with differentiated strategies, each of which could offer something unique to institutional, wholesale and retail investors in Australia.

Since that time, GSFM has experienced extraordinary growth: we have grown the number of investment partners we work with, the number of strategies available to investors and our funds under management, which stood at $9.66 billion at 30 June 2024.

In 2016, Canadian CI Financial purchased investment bank Grant Samuel’s stake in the business, and the business formally rebranded from Grant Samuel Funds Management to GSFM. Our brand tells the story of a business focused on exploration and discovery, one that searches out the best, that identifies needs and seeks to meet them through the establishment of new investment partnerships.

Each investment partner is selected for the expertise and enthusiasm of its team, a first rate investment process and the ability to deliver positive outcomes for investors.

As well as providing exposure to distribution channels, investment partners benefit from our strategic, operational and commercialisation capabilities, freeing them up to focus on what’s most important to them and their investors – investment.

INDEPENDENT WITH SCALE

With the global backing of CI Financial and the extensive experience of our people, we are empowered with global access but retain the independence to offer relevant expertise on a local level. Our longstanding local and overseas partnerships, alongside a strong market reputation, have allowed us to provide our clients with opportunities not readily available to the Australian market.

We have formed partnerships with nine specialist investment managers – New York-based Epoch Investment Partners, LA-based Payden & Rygel, London-based Man Group, Australia/Asia-based Tanarra Credit Partners; European-based Access Capital Partners and Alantra; Singapore-based Eastspring Investments; and Australian-based managers Munro Partners and Australian Entertainment Partners. Each offers a differentiated investment strategy in their specialist asset class.

INDEPENDENT WITH SCALE

With the global backing of CI Financial and the extensive experience of our people, we are empowered with global access but retain the independence to offer relevant expertise on a local level. Our longstanding local and overseas partnerships, alongside a strong market reputation, have allowed us to provide our clients with opportunities not readily available to the Australian market.

We have formed partnerships with nine specialist investment managers – New York-based Epoch Investment Partners, LA-based Payden & Rygel, London-based Man Group, Australia/Asia-based Tanarra Credit Partners; European-based Access Capital Partners and Alantra; Singapore-based Eastspring Investments; and Australian-based managers Munro Partners and Australian Entertainment Partners. Each offers a differentiated investment strategy in their specialist asset class.

Our Values

Quality

Quality is apparent in all that we do – the investment partners we work with, the strategies we offer, as well as our practices and processes. We strive for perfection, appreciating that everything we do can be improved.

Respect

We act in the best interests of our clients, with honesty and integrity and listen to our clients, our investment partners and to one another. We are transparent in our dealings and embrace diversity and divergent views.

Humility

Our clients are central to all that we do and as such, we have a relentless focus on “what is right” for each of our clients. We will only succeed as a team, everybody has an important role to play.

POWERED BY RELATIONSHIPS

Relationships drive our capabilities and success. This is how we’ve been able to maintain the same quality of outcomes and approach throughout the years. We work closely with our partners to ensure that the investment solutions we offer are of the highest quality.

Our commitment to enduring relationships remains unchanged. Through GSFM’s dedicated distribution team, our investment strategies are accessible to Australian institutional and retail investors.

Our people

CI FINANCIAL

CI Financial Corp is an independent, Canadian-owned wealth management company with approximately C$474.2 billion in fee-earning assets as at 31 March 2024. Its primary operating businesses are CI Investments Inc., one of Canada’s largest investment managers, advisory businesses Assante Wealth Management and Stonegate Private Counsel, and First Asset Corp., a leader in providing actively managed exchange-traded funds to the Canadian marketplace. CI is listed on the Toronto Stock Exchange under the symbol CIX.

CI Financial entered the Australian market having recognised it as an attractive market, with strong organic growth and a sophisticated investor base, and GSFM as an organisation with a similar business model and culture.

Our Milestones

There have been many milestones in GSFM’s journey; we share some of the more significant events here.

2024
  • Forms partnership with Eastspring Investments to distribute its Global Emerging Markets (GEM) Dynamic Strategy in the Australian market
  • Forms partnership with Alantra to distribute its EQMC (listed small & mid cap) strategy in the Australian market
2023
  • Forms partnership with Australian Entertainment Partners and launches the AEP Screen Fund
  • Payden & Rygel celebrates 40 years of fixed income management
  • Tribeca Investment Partners celebrates 25 years
  • Launches Munro Global Growth Small & Mid Cap Fund
  • Forms partnership with European based independent private assets manager Access Capital Partners to distribute its European Infrastructure and European Smaller Buy-outs strategies to Australian institutional investors
2022
  • Forms partnership with Tanarra Credit Partners and launches TCP Private Debt Income Fund
  • Launches Man GLG Asia Opportunities Fund
  • Appoints Michael Angwin to distribution team
  • Appoints Andrew Koolman as Key Account Manager (NSW)
  • Appoints Simone Newman as Key Account Manager (Vic and Tas)
  • Promotes Steven Taylor to National Distribution Manager
  • Launches Munro Concentrated Global Growth Fund (Managed Fund) (MCGG.ASX)
  • Launches Munro Climate Change Leader Fund (Managed Fund) (MCCL.ASX)
Load more

News & Insights

Quick CPD

Climate – the $50 trillion investment opportunity

More
Insights

Should investors follow super funds into private credit?

More
Insights

The Early View: Why Earnings, Not Elections, Will Shape the Market Narrative

More
Insights

RBA: tilting to tightening | ausbiz

More