Robert Swift highlights TAMIM’s investment approach, focusing on a diversified portfolio of 95-120 global companies that capitalise on emerging trends. He discusses the need for Australian companies to shift focus from high dividend payouts to reinvesting in growth. With examples like Sprouts Farmers Market, which saw a 300% increase, Swift emphasises the value of TAMIM’s detailed stock insights, videos, and articles for investors seeking well-researched opportunities.
Disclosure: TYO: 5802, TYO: 6501, NYSE: EME, TYO: 4063, NASDAQ: KLAC, SWX: UBSG, and HKG: 0019 are held in TAMIM portfolios.