A Market in Turmoil, A Future in Motion In February 2025, global technology markets were rocked by one of the sharpest momentum-driven selloffs in recent memory. A convergence of tariff shocks, geopolitical tensions, and algorithmic unwinds led to indiscriminate...
Continuing our thematic review of TAMIM’s high-conviction holdings, Part Two explores three businesses operating at the crossroads of technology, infrastructure, and financial services. These companies combine scalable platforms, robust balance sheets, and strategic...
In a market increasingly driven by headlines and hype, true investment opportunities often lie beneath the surface hidden in quality businesses trading below their intrinsic value. TAMIM Asset Management’s Global High Conviction portfolio is built on that very...
As we enter 2025, the global economy continues to evolve, presenting a mix of challenges and opportunities for investors. While inflationary pressures, geopolitical shifts, and technological advancements shape the financial landscape, they also create avenues for...
As we close the books on another calendar year, we are pleased to report yet another exceptional year of performance for the TAMIM Australia All Cap portfolio. In CY2024, the portfolio delivered a +28.93% return net of fees, following an impressive +31.25% return in...
We attended the AIM AGM and Demo day last month and came away encouraged by the company’s prospects. The meeting provided a comprehensive update on AIM's strategic transformation into a global technology leader focused on AI-powered language services. At the core of...
Ron Shamgar, TAMIM’s Australian Equities Portfolio Manager, continues his 2025 stock picks series with Gentrack (ASX: GTK) a standout performer in mission-critical software solutions for utilities and airports. With a business model built on recurring SaaS revenue and...
Atkore Inc. (NYSE: ATKR) is a standout holding within the TAMIM Global Tech and Innovation Fund, managed by Ryan Mahon. As a global leader in electrical and mechanical products, Atkore operates across critical industries such as data centers, telecommunications, and...
Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic...
In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its...
The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each...
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 and emerging solutions...
