This week Michael Newbold, senior analyst with the fund underlying the TAMIM Australian Equity Growth & Income Individually Managed Account (IMA), takes time out to discuss Auckland International Airport (AIA.AX) - a solid defensive yield stock. AIA has been a...
Stock Insight
Stock Picking – SDI Limited (SDI.AX)
The Australian smaller companies universe is home to a number of companies which are building global leadership positions in their respective niche markets, and yet somewhat surprisingly remain largely unrecognised in the local investment community. Identifying these...
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...
Investment Theme – US Infrastructure
This week Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), examines the need for an increase in US infrastructure spending and the opportunities this presents. In this video, Robert takes a quick look at Vinci - a stock...
Stock Picking – Joyce Corporation (JYC.ASX)
oyce has a strong track record of partnering with business the company acts as a business partner, providing capital and management expertise to good profitable businesses that currently lack the capital and management to reach the next level. The key in this business...
Stock Picking – JP Morgan
This week Robert Swift, the Head of Global Equity Strategies of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), reviews JP Morgan in an environment where they are aided by the normalisation of the US interest rate yield curve. In this...
Stock Picking – Gale Pacific (GAP.ASX)
The Australian smaller companies universe is home to a number of companies which are building global leadership positions in their respective niche markets, and yet somewhat surprisingly remain largely unrecognised in the local investment community. Identifying these...
Stock Picking – Royal Wolf Holdings
This week James Williamson of the highly successful TAMIM Australian Equity Value Portfolio discusses one of his top stock picks, Royal Wolf Holdings Limited. RWH is the market leader in the sale and leasing of portable storage containers, portable building containers...
10 Stocks that Benefit from Emerging Market Growth?
This week Robert Swift, Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA),discusses investing in companies that benefit from emerging market growth. 10 Stocks that Benefit from Emerging Market Growth? Robert Swift...
Brexit – What next for HSBC
We didn’t think that Brexit would win; but it did. This caused some immediate selling of risk assets and the European banking system was hit quite hard. The European financial system has become entwined but amazingly the agreements within the EU on services are not as...
Stock Watch – Microsoft buys LinkedIn
The fundamental justification for the deal appears reasonable for Microsoft shareholders, however Microsoft has a chequered history of business acquisitions and has paid a very high premium to gain exposure to a social networking channel, albeit one that is more...