Guy Carson, manager of the TAMIM Australian Equity All Cap Value portfolio, presents his views on the August 2017 Reporting Season. Note: Altium, Veris, Gentrack, SRG, CSL & Hansen Technologies are held in Guy's portfolio at time of filming.
Reporting Season
Reporting Season: The unanswered questions
Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are travelling and, in some cases, what their outlook is for the year ahead. As a result, February and August...
Small Cap Reporting Season Preview – Part 1
As is traditional, with reporting season fast approaching TAMIM have asked our mangers to provide a quick preview of what they expect and hope to see over this always interesting period. This week the Small Cap team review Zenitas Healthcare, Fiducian Group and...
TAESC 2017 Half Year Reporting Season Preview
Reporting Season is well and truly underway in Australia. With this in mind we asked our Australian managers to provide a preview for the coming weeks. Here the managers of the TAMIM Australian Equity Small Cap IMA reveal what they expect to see. TAESC 2017 Half Year...
TAEACV Reporting Season Preview
Reporting Season is well and truly underway in Australia. With this in mind we asked our Australian managers to provide a preview for the coming weeks. Here Guy Carson , manager of the TAMIM Australian Equity All Cap Value, reveals what he expects to see. TAEACV...
Reporting Season Wrap-up – Part 2
Darren Katz, TAMIM Asset Management's Managing Director and Head of Investments, reviews a number of the Stock Picks we have presented over the course of the year to assess how they have fared through the recent reporting season. We review our original investment...
Reporting Season Wrap-up – Part 1
Darren Katz, TAMIM Asset Management's Managing Director and Head of Investments, reviews a number of the Stock Picks we have presented over the course of the year to assess how they have fared through the recent reporting season. We review our original investment...