“We see income as part of our total return. It’s not something we specifically target or have to shift our process to achieve, it’s simply the result of what we do. The way we implement our strategy means most of our income comes from option premium, and even in today’s low-yield environment, we’re still capturing over 6% a year through income.”
Chad also shares why our focus on valuation discipline helps preserve capital in uncertain environments, and highlights four global stocks we currently see as attractive
Read the full article on Livewire.
Chad Padowitz is the Co-Chief Investment Officer of Talaria Asset Management. He has more than 25 years’ experience in the financial services industry in the UK, South Africa and Australia.
His experience includes working as an analyst in the treasury department at HSBC Bank in London, in derivative reporting and analysis, and as an equities research analyst at First National Bank in South Africa.
Chad holds a Bachelor of Commerce from University of the Witwatersrand (South Africa), is a Fellow of the Financial Services Institute of Australasia and is a Chartered Financial Analyst charterholder. Chad co-founded Talaria Asset Management in 2018.
