A Forgotten Small Cap, Poised for Re-Rating In the underfollowed world of ASX small caps, it’s rare to find a stock that combines deeply discounted valuation, tangible earnings visibility, and the potential for outsized upside. Pioneer Credit (ASX: PNC) is one such...
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...
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....
Is EML Payments staging a major comeback? With regulatory hurdles cleared and the EML 2.0 strategy gaining traction, EBITDA surged 50% to $33.4M, and revenue climbed 15% to $115.1M in 1H25. A $65M pipeline target by mid-2025 signals further growth. Will private equity...
Back in November 2024, we asked: Could Superloop be the next major disruptor in Australia’s telco space? With a billion-dollar market cap and 7% of NBN connections, its low-cost, high-growth model was reshaping the broadband market. Strategic partnerships with giants...
What makes the TAMIM Credit Fund stand out in a crowded private debt market? From access to top-tier managers to rigorous due diligence and flexible liquidity, this open-ended investment could complement your portfolio. Curious how it works? Let’s dive in. Disclaimer:...
How can the U.S. reinvigorate private investment and stabilise the green transition? Robert Swift stresses the need to boost domestic investment while balancing renewables with fossil fuels to ensure economic stability. With rising demand for commodities like copper...
Strong credit processes, airtight legal protections, and real-world experience, these are the key pillars of TAMIM’s due diligence process. But why are “battle scars” so important? Find out what it takes to build confidence in private debt investments. Disclaimer: All...
Portfolio Manager Ron Shamgar offers a glimpse into three under-the-radar companies with the hallmarks of strategic value, exceptional financials, industry leadership, and unique positioning. These businesses, quietly ticking all the right boxes, present compelling...
Is U.S. grid modernisation the next big investment opportunity? Robert Swift highlights the rising demand from data centers and renewables, pointing to companies like Emcor, Quanta, and Hitachi as key beneficiaries. He also underscores nuclear energy’s growing role,...
Once a struggling software company, Bravura has reinvented itself into a lean, cash-rich operation under new leadership, cutting millions in costs and returning to profitability. The company continues to build momentum, and with the stock up over +70% since...
As banks pull back from business lending, private debt has emerged as a compelling alternative for investors. Offering tailored loans, strong security, and attractive returns, could private debt be the missing piece in your portfolio? Here's what you need to know....
