About the fund
The Talaria Global Equity Fund - Hedged (the Fund), invests in the Talaria Global Equity Fund - Wholesale Units (Wholesale Fund).
The Fund’s international currency volatility, gained from its investment in the Wholesale Fund, is reduced through currency hedging.
About the Wholesale Fund
The Wholesale Fund is a high conviction, large cap international equities fund, aiming to produce consistent, positive returns while reducing downside risk.
The Wholesale Fund Investment Strategy
The Wholesale Fund employs a long-only, benchmark-unaware and value-oriented approach with a bias on quality. The high conviction portfolio typically consisting of 15-45 stocks is actively managed with an emphasis on capital preservation and reducing downside risk.
Stock selection and the income generated from an option-based entry/exit process aims to enable the Fund to deliver a smoother return profile, participating in most of the market upside while reducing downside risk.