Art of smoothing returns in global markets | Hugh Selby-Smith
Murdoch speaks with Hugh Selby-Smith, the Co-CIO at Talaria Capital about global equities and smoothing returns via option strategies.
In today’s ROCast, Murdoch speaks with Hugh Selby-Smith, the Co-Chief Investment Officer at Talaria Capital.
Talaria Capital is a fundamental, bottom-up, value manager with a unique implementation process via options. They run a single global, ex Australia investment strategy with 25 to 35 companies in the portfolio across developed markets. Talaria oversees roughly $2.1billion in funds under management.
For me I enjoyed hearing Hugh break down their options strategy, which creates income from option premiums, diversifies returns but most interesting was the ability to smooth returns in volatile markets. In particular, on average they capture 71% of an upside move and -34% less of a downside move.
As of recording the Talaria unhedged Global Equity Wholesale Fund has returned on average 7.55% since inception, 10.43% over 5 years, 14.46% 3yrs, 15.07% past 12 months and 4.54% past 6 months.
With that being said, hope you enjoyed this conversation as much as I did, so sit back relax and enjoy.
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Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management.
We work with High-Net-Worth individuals, institutions & family offices to help grow & protect their wealth.
Outside of working with clients, Murdoch & his wife Yasmin, an Executive Assistant to the Chairman of Wealth at a global investment firm, have 2 young children, a boy & a girl.
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York Wealth Management Pty Ltd ABN 46 605 610 679 is an Corporate Authorised Representative of Samuel Allgate Investments Pty Ltd AFSL No. 420170; Financial Adviser Authorised Representative Number 001007979.
This article has been prepared without taking into consideration any investor’s financial situations, objectives or needs. Accordingly, before acting on the advice in this article, you should consider its appropriateness to your financial situation, objectives and needs. Every reasonable effort has been made to ensure the information provided is correct, but we cannot make any representation nor warranty as to the accuracy, completeness or currency of that information. To the extent permissible by law, no responsibility for any errors or misstatements is taken, negligent or otherwise. SAI or its authorised representatives may also receive fees or brokerage from dealing in financial products, see the Financial Services Guide for information about the services offered available at York Wealth Management.
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Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...
Expertise
Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...
Expertise
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