Our Story

Timeline
- 2022
- Jan 20
2022 Highlights
- Launches Munro Climate Change Leader Fund (Managed Fund) (MCCL.ASX)
- 2021
Aug 162021 highlights
- Launches Munro Climate Change Leaders Fund
- Man AHL Alpha shortlisted for Lonsec and Zenith fund awards
- Launches Redpoint Australian Equity Income Fund
- Zenith and Lonsec upgrade Tribeca Alpha Plus Fund
- 2020
Oct 272020 highlights
- GSFM launches first quoted fund - Munro Global Growth Fund (Hedge Fund) (ASX:MAET)
- Munro Global Growth Fund wins International Equities – Alternative Strategies category at the 2020 Zenith Fund Awards
- Munro Global Growth Fund wins best Long Short Equity Fund at the 2020 Hedge Funds Rock Awards
- Man Group’s flagship fund, Man AHL Alpha (AUD), was upgraded to ‘Highly Recommended’ by Lonsec
- 2019
Mar 252019 highlights
- Commences distributing the Munro Concentrated Global Growth Fund
- Purchases an equity stake in Redpoint Investment Management and commences distributing Redpoint’s Industrials and Global Infrastructure Funds
- Changes name to GSFM Pty Limited and updates visual identity
- Commences distributing the Man Diversified Alternatives Fund
- 2018
Feb 122018 highlights
- Energy Super invests $180 million with Payden & Rygel
- Launches the Cambridge Global Smaller Companies Fund
- Munro Partners wins Money Management/Lonsec Fund Manager of the Year Award - Emerging Manager - 2018
- Sunsuper awards $150 million fixed income mandate to Payden & Rygel
- Appoints Stephen Miller to the newly created role of Advisor
- 2017
Oct 052017 Highlights
- Zenith reaffirms 'Highly Recommended' rating for Grant Samuel Epoch Global Equity Shareholder Yield Funds
- GSFM becomes Responsible Entity of the Munro Global Growth Fund
- Appoints Stephen Higgins as Key Account Manager in NSW
- Forms strategic partnership with Man Group and commences distributing Man AHL Alpha (AUD)
- Andrew McKinnon appointed Executive Chairman of GSFM Board, Damien McIntyre appointed CEO
- Wins 'Sales Team of the Year' in Financial Standard's MAX awards
- Forms alliance with Munro Partners and commences distributing the Munro Global Growth Fund
- Appoints Charles Levinge to role of Head of Institutional Business
- GSFM’s investment partner Tribeca has the number one performing hedge fund in the 2017 Preqin Global Hedge Fund report
- 2016
Jun 012016 Highlights
- GSFM's funds under management exceed $6.4 billion
- Tribeca Alpha Plus Fund is the top performing Australian equity fund over 10 years (source: Mercer, 31 December 2016)
- Zenith and AMP North add the Payden Global Income Opportunities Fund to model portfolios
- Canadian firm CI Financial acquires an 80 percent stake in GSFM
- The Grant Samuel Epoch Global Equity Shareholder Yield Funds exceed $2 billion in retail funds under management
- The Tribeca Alpha Plus Fund wins the Money Management/Lonsec Fund Manager of the Year award in the Equity (long/short) category
- Triple3 awarded its first institutional mandate to manage a Volatility Overlay
- 2015
Oct 132015 Highlights
- Triple3 Volatility Advantage Fund wins Lonsec's inaugural Innovation Award 2015
- Tribeca Alpha Plus Fund crowned top performing Australian equity fund for the year ended 30 June 2015 (source: Mercer)
- Wins second significant fixed income mandate from an industry superannuation fund
- 2014
Oct 052014 Highlights
- Zenith upgrades the Grant Samuel Epoch Global Equity Shareholder Yield Funds to Highly Recommended
- Launches Triple3 Volatility Advantage Fund to provide investors with an investment that is negatively correlated to equities
- Appoints Huw O’Grady as Key Account Manager in Victoria
- GSFM's funds under management exceed $5 billion
- 2013
Dec 312013 Highlights
- Grant Samuel Epoch Global Equity Shareholder Yield Funds pass $1billion retail funds under management milestone
- Opens Brisbane office and appoints Steve Taylor as State Manager
- Shaun Thomas joins business development team in Sydney
- 2012
Oct 052012 Highlights
- Launches Payden Global Income Opportunities Fund
- Appoints David Blair Key Account Manager in NSW
- GSFM finalist in the Distributor of the Year category of the Professional Planner/Zenith Awards
- Grant Samuel Epoch Global Equity Shareholder Yield Funds pass $500 million (retail) FUM milestone
- 2011
Aug 172011 Highlights
- GSFM forms relationship with LA-based fixed income manager Payden & Rygel and is awarded first fixed income mandate
- Grant Samuel Epoch Global Equity Shareholder Yield Funds finalist in the S&P/Professional Planner Fund Awards
- 2010
Aug 022010 Highlights
- Launches the Grant Samuel Tribeca Australian Smaller Companies Fund & Tribeca Alpha Plus Fund Class A - Grant Samuel Tribeca Alpha Plus Units
- Morningstar announces Epoch/GSFM as finalists in the Emerging Manager category, Morningstar Fund Manager of the Year Awards
- Wins mandates for Epoch Global Small Caps and Global Equity Shareholder Yield strategies
- 2009
Jan 012009 Highlights
- Positive ratings and reports for the Grant Samuel Global Equity Shareholder Yield Funds from the research community
- GSFM wins two significant institutional mandates for Epoch's Global Equity Shareholder Yield strategy
- First institutional mandate for Tribeca Alpha Plus Fund
- 2008
May 152008 Highlights
- GSFM launches the Grant Samuel Global Equity Shareholder Yield Funds (hedged and unhedged) & wins first institutional mandate
- GFSM acquires an equity stake in Tribeca Investment Partners and becomes the distributor of Tribeca products
- Opens Melbourne office and hires experienced Key Account Manager, Stephen Fletcher
- 2007
Jul 012007 Highlights
- GSFM forms relationship with global equity specialists, New York-based Epoch Investment Partners
- Founders Andrew McKinnon and Damien McIntyre launch Grant Samuel Funds Management
Latest News & Insights
GSFM Conversations – Episode 5The latest episode of our monthly podcast Conversations has dropped. In it, CEO Damien McIntyre and read more
How to measure the “social” side of a company: EpochSocial considerations — the “S” in ESG — seem to be garnering more attention lately but read more
The Fed’s high wire balancing actThe US Federal Reserve hiked interest rates by 50 basis points at its May meeting as read more
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