For over 20 years at Talaria, our unique approach to alternative global equity investing has helped to deliver multiple sources of return, a lower downside capture to equity market falls and a greater certainty of return.
Talaria is a founder-led privately owned boutique which has run the same single strategy for over 20 years.
We’re a global business, with a global mindset. Our alternative approach to global equity investing is truly unique.
At Talaria we don’t manage money around headlines or short-term cycles. We manage risk.
And we compound our investors capital through disciplined, repeatable processes.
Watch the video to hear more from our CEO, Jamie Mead.
From our universe of 1800+ large cap global companies.
Allows us to generate multiple levers of return.
Concentrated and high conviction of up to 25-40 global stocks.
At its core we believe investors should be paid for taking equity market risk.
Our investment philosophy is based on the fact that the volatility of share prices is often higher than the volatility of corporate cash flows – we seek to exploit this difference.
Hear more from CIOs Chad Padowitz and Hugh Selby-Smith.
Our alternative, integrated investment process combines fundamental bottom-up research across our universe of global equities with a unique implementation approach.
By marrying the return earned from owning equities (the equity risk premium) with the return generated through implementation (the volatility risk premium), we create multiple levers of return, with less market risk and lower volatility.
See how this works from our CIOs Chad Padowitz and Hugh Selby-Smith.
It means we have the ability to generate returns when equities alone don’t
For a more consistent and certain investor experience
So we can take advantage of weaker conditions
Our alternative approach aims to generate real wealth over time.
Source: Bloomberg, Talaria. Data at 31 December 2025. Talaria Global Equity Strategy Foundation Units (pre-fees).
Assumes the reinvestment of distributions. Past performance is not an indicator of future performance
Not talent, personnel, resumes, candidates, clients, or customers. We work with people. We recruit people. We celebrate people. Diversity is a source of strength and it will drive us forward, and we recognise that Talaria is the brand, not the individual.
Fantastic and relentless discipline. It’s about the long term, but doing the role day-by-day and getting better at it with each step. We relish it and see that over time it will make Talaria more successful as a whole.
An entrepreneurial spirit runs through our company. We act with conviction, embrace the unconventional, and look forward to the future because we will be a part of shaping it.
We are true to our word and ourselves. Accountability is really important, as is empathy, getting to the facts, and being ready to speak our minds…even when it’s hard to do.
Make no mistake, we want to win. Hard work matters, so does consistent execution. We know that collaboration leverages quality. Being courageous and making sure your opinions are heard is crucial – healthy debate is encouraged.
Michael Furey, Co-CIO of Delta Portfolios discusses why Talaria is an alternative equity fund and how its unique characteristics are beneficial for his client’s portfolios.
The investment process behind the Talaria Global Equity Fund Complex ETF takes an alternative high conviction, value biased approach to construct a portfolio of high quality, large cap companies from around the globe.
A currency hedged version of our investment strategy that reduces exposure to foreign currency movements.
Talaria Global Equity Fund – Foundation Units are now closed. New investors can invest via the Talaria Global Equity Fund Complex ETF and the Talaria Global Equity Fund – Currency Hedged Complex ETF.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned November 2025 for funds AUS0035AU and WFS0547AU) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
The rating issued 04/2025 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
The Genium rating (assigned May 2025) presented in this document is issued by Genium Investment Partners Pty Ltd ABN 13 165 099 785, which is a Corporate Authorised Representative of Genium Advisory Services Pty Ltd ABN 94 304 403 582, AFSL 246580. The Rating is limited to “General Advice” (s766B Corporations Act 2001 (Cth)) and has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without notice. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision in relation to this financial product(s). Genium receives a fee from the Fund Manager for researching and rating the product(s). Visit Geniumip.com.au for information regarding Genium’s Ratings methodology.
