Talaria Partners with Equity Trustees for Global Fund Oversight

Talaria Asset Management, a boutique investment firm based in Australia, has selected Equity Trustees as the responsible entity for its suite of three global equity funds.

The decision encompasses the Talaria Global Equity Fund Complex ETF (TLRA), the Currency Hedged Complex ETF (TLRH), and the Foundation units.

This partnership entrusts Equity Trustees with the responsibility of ensuring these funds meet necessary regulatory and compliance standards.

The CEO of Talaria, Jamie Mead, expressed enthusiasm about the collaboration, highlighting that partnering with a renowned Australian provider of trustee services promises enhanced capabilities and an improved user experience for Talaria's operations. The firm’s global equity strategy aims to provide investors with international exposure to numerous large-cap companies, balancing income generation with capital growth to manage risk and grow real wealth.

Talaria's investment approach is distinguished by its intensive bottom-up research and commitment to offering investors varied returns with minimal downside risk and low volatility—a crucial feature during periods of market unpredictability. The firm currently manages assets in excess of $2.5 billion, underscoring its established presence in the global equity management sector.

This strategic move by Talaria to join forces with Equity Trustees not only reaffirms the firm's commitment to robust compliance but also aims to leverage Equity Trustees' expertise to enhance operational efficiency and investor experiences. The collaboration signals potential growth and performance improvements in managing Talaria's equity funds.

Published:Tuesday, 1st Apr 2025
Source: Paige Estritori

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