Global High Conviction - Global Equities
Unlock Global Opportunities with TAMIM’s Global High Conviction Strategy
Discover the TAMIM Fund: Global High Conviction unit class, a portfolio of global equities from major developed global exchanges such as the NASDAQ, S&P 500, NYSE, FTSE and the TOPIX. Our systematic and consistent approach to stock selection and portfolio construction aims to deliver robust risk-adjusted returns while prioritising wealth preservation.
+14.52% p.a
Annualised Return Since Inception (net of fees) as at 28 February 2026
+621.75%
Total Return Since Inception (net of fees) as at 28 February 2026
$1.8364
NAV Unit Price as at
28 February 2026
30 June 2019
Inception
APIR Code
About the Global Equities Fund
Achieve Long-term Growth within Defined Risk Parameters
Our investment objective is to attain a high real rate of return over the long term while adhering to acceptable risk parameters. Through a diversified portfolio of global listed companies, we aim to outperform global equities’ benchmark returns over the long term. Delft Partners’ belief in the inefficiency of equity markets drives our active approach to value addition.
Investing with Precision
We focus on segments and sectors with favourable risk-adjusted returns, using a disciplined and systematic approach. Our quantitative model (PAR) screens the investable universe, and our extensive experience in stock analysis filters the most attractive candidates for the portfolio.
Our global equities fund features:
-
- Diversified international shares, providing exposure to unique market segments and global companies
- A flexible investment mandate capable of transitioning to cash when needed
- Experienced management by Robert Swift and the experienced Delft Partners team using the proven PAR-based investment process
- A risk-aware and long-term approach to global investing
- A focused portfolio featuring innovative and attractive global companies
All Investments Carry Risk
While we cannot outline every potential risk, detailed information is available in the relevant information memorandums and additional information booklets.
Want to learn more? Contact TAMIM Asset Management today.
The Portfolio Manager: Robert Swift
Robert Swift, CFA, manages the Global High Conviction Strategy at TAMIM Asset Management through Delft Partners, an active global equity manager. With over 35 years in the global investment industry, he brings a wealth of experience from managing funds in Sydney, Boston, USA and London, UK. Robert also serves on the investment committee at the Count Charitable Foundation in Australia and on the investment committee for a Dubai-based asset allocation wealth manager.
Fund Performance
Reports & Factsheet
Reports
| Monthly Report | |
|
|
|
January 2026 Factsheet
Discover further details about the fund's investment strategy, the investment team, and the investment process.
Investment Philosophy and Process
Resources
| Webinar Videos | Webinar Snippets | Whitepapers |
|
|
|
|
FAQs
What is a global equity?
A global equity is a share in a company listed on an overseas exchange, while global equities refers collectively to these international shares. Investing in this area gives access to businesses and industries not always available locally, making global investments a way to diversify portfolios across regions, currencies and sectors.
Is a global equity fund a good investment?
A global equity fund can be a good investment for those seeking diversification beyond local markets. By pooling global equities across countries and industries, these funds reduce reliance on one economy. Like all global investments, outcomes depend on manager expertise, risk controls and broader market conditions.
Are global equities risky?
Global equities carry risks, including currency movements, political changes and economic cycles, in addition to the usual market risks associated with company shares. These risks can be managed through diversification and professional oversight. Despite the volatility, many investors view global investments as a way to balance opportunity with prudent risk management.
Is it a good time to invest in global equities?
The best time to invest in global equities depends on your financial goals and risk tolerance. Markets shift in response to global events, so timing alone should not drive investment decisions. Many investors prefer consistent exposure to global investments over the long term, which can smooth out short-term volatility.
Fund Facts
Investment Parameters
| Management Style: | Active |
| Investments: | Global Equities |
| Number of securities: | 80-110 |
| Single security limit: | +/- 5% relative to Investable Universe |
| Country/Sector limit: | +/- 10% relative to Investable Universe |
| Market capitalisation: | US$2+bn |
| Derivatives: | No |
| Leverage: | No |
| Portfolio turnover: | Typically < 25% p.a. |
| Cash level: | 0-100% (typically 0-10%) |
Fund Profile
| Investment Structure: | Unlisted Unit Trust available to wholesale or sophisticated investors |
| Minimum Investment: | $100,000 |
| Management Fee: | 1.00% p.a. |
| Admin & Expense Recovery: | Up to 0.35% |
| Performance Fee: | 20% of performance in excess of hurdle |
| Fee Cap: | 2% of total FUM |
| Entry/Exit Fee: | Nil |
| Buy/Sell Spread: | +0.25% / -0.25% |
| Applications: | Monthly |
| Redemptions: | Monthly with 30 days notice |
| Investment Horizon: | 3-5+ years |
| Distributions: | Annual |
Investor Profile
The TAMIM Global Equity High Conviction Portfolio suits investors who:
1.
2.
3.
4.
Our latest insights
Lithium’s Second Act: Is This a Tradeable Bounce or the Start of a Proper Cycle Reset
By Sid Ruttala There are few things in markets more entertaining than a commodity that has gone from “the future of civilisation” to “uninvestable rubbish” in the space of eighteen months, only to then stage a twitch and invite everyone back to the...
The Picks and Shovels of AI Power: 5 Listed Infrastructure Stocks Building the Real Bottleneck
The real bottleneck in AI may not be semiconductors, but electricity. We look at five listed global infrastructure stocks exposed to the grid, transmission, switchgear, transformers, and power distribution needed to support data centres and digital infrastructure.
The Second Order Effects of Oil: Inflation, Freight, Fertiliser, and the Next Growth Scare
When investors think about an oil shock, the instinct is usually to look at the chart, watch Brent or WTI jump, and assume the story begins and ends there. Oil up, markets nervous, airlines down, energy stocks up, end of analysis. But that is...
Woodside After the Spike: Is the Market Pricing a Windfall, or Just Renting One
By Sid Ruttala When oil spikes, investors tend to reach for the same old script. Energy prices go up, energy stocks follow, cash flows surge, dividends look safer, and suddenly what felt pedestrian last month starts to look positively strategic....
Symal Group, When a Good Result Gets Sold, Opportunity Can Follow
By Ron Shamgar One of the enduring truths in small and mid cap investing is that the market does not always reward a good result. Sometimes it does the opposite. A company can deliver strong revenue growth, solid cash conversion, reaffirm guidance,...
Ceasefire, but not Closure: Why the Oil Shock May Fade from Headlines Before It Fades from Markets
There is a particular kind of market mistake that turns up again and again. A headline improves, the immediate fear recedes, oil gives back some of its panic move, equity futures bounce, and the collective temptation is to declare the danger over....