Dear Prudence, won’t you come out to play?

December 2024 Talaria Quarterly Investment Insights.

This episode of Investment Insights considers why navigating markets successfully calls for more than instinct — it requires discipline and a mindset rooted in probabilities. Talaria looks at how a long-term approach, anchored in fundamentals like valuation, profitability and balance sheet strength, helps investors avoid short-term speculation and focus on sustainable outcomes. The discussion highlights how this perspective builds a margin of safety, manages risk, and underscores the value of patience and prudence to achieve more consistent, risk-adjusted results through all market cycles.

Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Talaria Global Equity Fund Complex ETF. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available here

Chapters

• 0:14 Dear Prudence, won’t you come out to play?
• 2:24 Perspective
• 4:18 Surprised
• 6:54 Thinking about risks and decisions
• 10:20 Portfolio versus index
• 12:04 Summary