Our Story

Timeline

2018
Feb 12

2018 highlights

  • 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 05

2017 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 01

2016 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 13

2015 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 05

2014 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 31

2013 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 05

2012 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 17

2011 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 02

2010 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 01

2009 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 15

2008 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 01

2007 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