Our Business is General advice and execution.
Further down this page, is the research process behind it.
Golden Leaf Capital specialises in global equities, primarily U.S., with selective European and Asian exposure. Following client instruction or consent, trades are placed through Interactive Brokers (IBKR), a global leader in brokerage known for institutional-grade execution, direct custody, and real-time transparency.
No trailing commissions. No foreign exchange fees. No platform fees. No other hidden fees.
- We do not receive platform rebates from IBKR or any custodian
- We do not accept soft-dollar benefits from research or execution providers
- We do not receive payments of any kind from product issuers or third parties
General Advice & Execution is available for individuals, companies, Self Managed Super Funds, and trusts, for portfolios above $100,000.
Top Down
We research the market before we act on it: we look at bond markets, then search by global sectors to explore opportunities.
Built by four professionals who'd seen enough.
Golden Leaf Capital is a Sydney-based investment firm giving Australian investors direct, efficient access to global capital markets.
Our commitment is simple: deliver superior, risk-adjusted returns relative to U.S. and Australian benchmarks, while holding ourselves to the highest standard of transparency and service.
We were founded by four professionals who watched the industry grow complacent and detached from client outcomes, and built this firm on the belief that exceptional performance and genuine client service should go hand in hand.
Golden Leaf Capital was founded to lift the standard of performance and accountability in an industry that has grown comfortable living off Australian investors' hard-earned dollars.
Our mission is to prove that disciplined investing, transparency, and genuine client care can deliver superior results without the layers of complexity or cost that have become standard in wealth management.
Super is growing fast. Retail participation is at record levels. Yet the industry has traded long-term relationships for scale. We're doing the opposite: institutional rigour with personal accessibility, focused entirely on client outcomes.
Protect capital first. Then compound it intelligently.
Top Down is the engine behind this philosophy: a systematic research process covering every major part of the global economy, so that capital is only concentrated where conviction is highest.
Cover the entire market
We organise the global economy into 40 sectors, so no major theme goes unresearched before capital is allocated.
Concentrate deliberately
Each Theme holds a small number of the highest-quality, most liquid companies representing a theme: market leaders over speculative names.
Protect, then compound
We blend fundamental research, technical timing, and macro-thematic awareness to pursue superior, risk-adjusted returns with disciplined execution.
Ryan Flanagan
Ryan Flanagan is the Managing Director of Golden Leaf Capital, leading the firm's operations, technology, compliance and strategic development. He is responsible for building the systems, governance and infrastructure that support the business, ensuring clients receive a professional, efficient and scalable wealth management experience while enabling the investment team to focus on delivering exceptional investment outcomes.
Dave Sebesfi
With nearly a decade in finance, David blends expertise in geopolitics, global economics, and real-time markets to deliver sharp investing insight, offering clear analysis without unnecessary complexity, and a client-focused instinct for risk management.
Richard Nader
A senior financial adviser with extensive experience in investment strategy, corporate advisory, and general advice support. Drawing on a background in equity trading, capital raising, and business advisory, Richard brings balanced insight into personal and corporate finance.
Richard Casali
Over 10 years' experience trading and broking derivatives across Australian and U.S. interest rate markets, with a focus on the short-dated bank bill curve and long-end bond futures. His scope later expanded to perpetual crypto futures, equity indices, and commodities, sharpening a strong bias toward downside protection and disciplined risk management.
Last month's 3 best & 3 worst.
Our three best and three worst closed positions from the past month.
| Entry | Exit | Ticker | Entry Price | Exit Price | Change | Status |
|---|---|---|---|---|---|---|
| 22/04/26 | 03/06/26 | OUST | $28.42 | $46.30 | +62.91% | WIN |
| 15/05/26 | 03/06/26 | RKLB | $123.70 | $137.00 | +10.75% | WIN |
| 15/05/26 | 03/06/26 | MRVL | $185.40 | $324.00 | +74.76% | WIN |
| 01/06/26 | 25/06/26 | RDDT | $180.48 | $161.00 | -10.79% | LOSS |
| 01/06/26 | 25/06/26 | RBRK | $79.79 | $74.00 | -7.26% | LOSS |
| 02/06/26 | 26/06/26 | AAOI | $197.15 | $131.00 | -33.55% | LOSS |
Let's start the conversation.
Whether you're looking to learn more about Golden Leaf Capital, our investment philosophy, our Top Down research, or our portfolio management service, we'd welcome the opportunity to hear from you.
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Business Hours
Mon – Fri: 9am – 6pm
Sat: 9am – 1pm
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Contact Us
info@glcwealth.comCurrent Holdings
This Theme currently tracks three companies, expanding to 5–10 over time.
Speak with our investment team about the Theme, our broader research process, or opening an account with Golden Leaf Capital.
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Part of a Theme
Ask our investment team how fits into our Top Down research, or start a conversation about opening an account.
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