This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they follow up a previous piece on the merits of value investing. While the long term returns from “value investing” are strong...
Investment Philosophy
Why investors often undervalue simple businesses…
This week the Small Cap team take a look at why investors frequently undervalue a simple but proven business and instead hit for the fences with supposed disruptors. Why investors often undervalue simple businesses Summary: We have noticed that investors often...
Buffett’s Bet
I recently attended a presentation by one of our investment managers to a group of self-directed investors and, as you would expect, the usual question was posed by the audience: “Warren Buffett says you should invest in passive index driven strategies and not with...
Our 14 Steps to Value Investing
This week we feature the third in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM Australian Equity Small Cap Individually Managed Account (IMA) has returned over 32.7% in...