Talaria Co-CIO Hugh Selby-Smith was recently featured in the Australian Financial Review, discussing the thinking behind several positions in the portfolio and the firm’s broader approach to risk and return.
In the interview, Hugh reflects on the drivers of recent performance, the role healthcare stocks have played in the portfolio, and why companies such as Everest Group and Exor represent compelling opportunities. He also discusses how Talaria’s strategy combines the equity risk premium and the volatility risk premium to generate multiple sources of return while maintaining a lower overall risk profile than traditional global equity benchmarks.
Hugh is the Co-Chief Investment Officer and Head of Research at Talaria, having joined the business in 2016.
He began working in international equity markets in London in 1999 covering a range of global industries and sectors at Kleinwort Benson and Goldman Sachs, where he was consistently recognized by the likes of Institutional Investor, Greenwich Associates and Thomson Extel for his work.
He subsequently joined the international equities specialist TT International where he was part of the six-person team responsible for managing the firms long only Institutional Funds.
Hugh holds a Bachelor of Commerce and a Bachelor of Letters from Melbourne University, and co-founded Talaria Asset Management in 2018.
