Talaria Asset Management Company Report
Company Overview
Name and Mission
- Company Name: Talaria Asset Management
- Mission: For nearly 20 years, Talaria Asset Management has been striving to help people and communities enjoy more certain financial futures by delivering high levels of consistent income, lower market risk, and greater certainty of returns through a unique investment process.
Founding Details
- When was the company founded: Nearly 20 years ago (approximately around 2004).
- By whom: No information is available.
Key People in the Company
- Chief Executive Officer (CEO): Jamie Mead
- Co-Chief Investment Officers (CIOs): Chad Padowitz and Hugh Selby-Smith
- Chairman: Martin Hudson
Headquarters
- Melbourne Office: Level 14, 330 Collins Street, Melbourne VIC, Australia 3000
- Sydney Office: Level 5, 115 Pitt Street, Sydney NSW, Australia 2000
Employees
- Number of Employees: No information is available.
Revenue
- Revenue: No information is available.
Reputation
- What is the company known for: Talaria is known for its alternative approach to global equity investing and its ability to deliver high levels of consistent income and capital appreciation, helping to manage market risk and ensure returns.
Products
Product Offerings
1. Talaria Global Equity Fund (Managed Fund)
- Description: A managed fund following a high conviction, value-biased investment approach to construct a portfolio of high-quality, large-cap companies globally.
- Key Features:
- Pursues a strategy providing a balanced combination of capital growth and income generation.
- Offers consistent investment returns with lower volatility through a unique investment process.
2. Talaria Global Equity Fund - Currency Hedged (Managed Fund)
- Description: Similar to the core Global Equity Fund but with mechanisms to hedge currency risk.
- Key Features: Primarily aimed at reducing exposure to currency fluctuation risks and providing more stable returns irrespective of currency market conditions.
3. Talaria Global Equity Fund - Foundation Units
- Description: Foundation units within the global equity strategy that pre-date other fund structures.
- Key Features: Designed for capital appreciation while managing exposure through tactical adjustments.
Recent Developments
Recent Developments
- New Developments: The company has been recognised for producing consistent and differentiated income through its unique investment approach.
- Partnerships: No information is available about new partnerships.
New Product Launches
- New Products: No explicit mention of new product launches.
Product Updates
- New Features Added: The company continues to enhance its investment processes to deliver lower volatility and capital appreciation.
Awards and Ratings
- Recognition from Research and Investment Consultancies:
- Recommended by Australia’s respected consultancies such as Zenith and Lonsec.
- Ratings are provided by Zenith Investment Partners and Lonsec Research Pty Ltd for general advice for wholesale clients.
Environmental, Social, and Governance (ESG)
- ESG Commitments:
- A signatory to the UN Principles for Responsible Investment.
- Conducts business as a carbon-neutral organisation.
- Integrates ESG risks and opportunities throughout the investment process, excluding companies predominantly focused on tobacco, armaments, gambling, and pornography.
Governance and Risk
- Governance Approach:
- Talaria emphasizes robust governance, risk management, and compliance structures to ensure sustainable and accountable business operations.
Contact Information
- Melbourne Office:
- Level 14, 330 Collins Street, Melbourne VIC, Australia 3000
- Phone: +61 3 8676 0667
- Email: client@talariacapital.com.au
- Sydney Office:
- Level 5, 115 Pitt Street, Sydney NSW, Australia 2000
- Phone: +61 424 253 898
- Email: client@talariacapital.com.au
This report provides a comprehensive overview of Talaria Asset Management based on available information. Certain fields may be lacking due to the absence of specific data.