Experts in Australian & Global Equities, Property, & Credit
An Outcome-Focused Approach to Wealth Management
Australian and Global Equities
Our Australian and Global Equities offerings are designed for strong, risk-adjusted returns. Our Global High Conviction unit class focuses on top global opportunities, while our Global Mobility strategy seizes the autonomous and electric vehicle revolution. Our Australian All Cap strategy invests in quality companies across all market caps, providing flexibility and downside protection, while our Australian Small Cap Income portfolio focuses on strong, dividend-paying businesses, offering a flexible approach. All strategies prioritise wealth preservation with a risk-aware, long-term approach.
TAMIM Property
Our Property offerings provide investors with opportunities in both listed and unlisted Australian and global real estate securities. Focussed on generating income and capital growth, this high-conviction strategy is managed by an experienced property management team, led by Jeff Taitz. TAMIM offers a flexible investment mandate, capable of allocating to unlisted transactions when the right opportunities arise. Designed for clients seeking property exposure in a listed capacity, our TAMIM Listed Property portfolio is ideal for those who value customer service, risk-awareness, and have a long-term investment horizon.”
Credit
TAMIM Fund: Credit offers investors an Australian unit trust specialising in private debt and credit opportunities, aiming to generate a consistent income stream. We achieve this objective by building a diversified portfolio of private loans, partnering with industry leading credit investment managers and loan platforms. We diligently pursue an annual yield of RBA Cash Rate + 6.75%, paid quarterly, while prioritising security through a rigorous due diligence process that evaluates People, Pedigree, Process, and Performance.
Delivering high-quality solutions across equities, property & credit
Invest with Confidence
At TAMIM Asset Management, we’re dedicated to preserving and generating your wealth through outcome-focused strategies. With years of experience in investment and funds management, we understand that investors seek not only returns but also the protection of their hard-earned capital. Our proactive, solution-oriented approach sets us apart in Australian and Global equities, shares, property, and REITs within the wealth management industry.
Investment Solutions for Every Market Condition
As market conditions evolve, we recognise that different investment styles shine. Our platform offers Unlisted Unit Trust (funds) and Individually Managed Account (IMA) solutions, enabling you to benefit from various market scenarios. Our hand-picked best-of-breed managers across diverse asset classes ensure robust risk management and capital preservation.
Integrity in Every Step
“TAMIM” embodies our core principle – integrity. As a privately owned business, we’re not beholden to institutions or proprietary products. Our comprehensive, independent investment offering spans all asset classes. Our innovative platform provides transparency and direct ownership of assets, putting your financial well-being first.
Our latest insights
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established...
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it...
Meeting the Challenges of Urban Growth and AI Demands
As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires...
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation...
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset...
Three ASX Stocks Primed for Strong FY25 Performance
We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm...