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At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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Lessons from a small cap portfolio manager 24/8/2017 0 Comments As a small cap portfolio manager we are in the business of investing on behalf of others. While investing may be a simple concept it is never easy in practice. We highlight a number of key lessons we have... Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually... As mentioned last month, with reporting season in full swing, we will address the trading outlooks and our expectations around the upcoming results for some of our core holdings. Last month, we discussed Pioneer Credit, Fiducian and Zenitas, whilst this month we will... Australia has a love affair with property, however you can’t go a week without seeing a newspaper headline proclaiming the next property crash. The low level of global and local interest rates over the last 9 years has caused property prices to go up significantly due... 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... This week Robert Swift takes a look at the currency debate that has been raging recently. Robert takes a look at what has happened so far and how he expects equities to react accordingly. Is it time to increase or decrease your weighting towards international... 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... This week Robert Swift examines one of the more costly mistakes of the TAMIM Global Equity High Conviction portfolio so far this year. We still believe the investment thesis for Macy's to hold but this experience underlines the significance of timing on short-term... Following on from our previous discussion of income versus capital as a source of portfolio return Scott Maddock and the team at CBG, of the TAMIM Australian Equity Income IMA, look at Lendlease (LLC.ASX). The Lendlease income opportunity Scott Maddock LLC is a...
Lessons from a small cap portfolio manager
So you’ve sold Telstra… Now what?
Small Cap Reporting Season Preview – Part 2
Five need to know factors for a successful retail property deal
Reporting Season: The unanswered questions
The Aussie Dollar: An opportunity or an obituary?
Small Cap Reporting Season Preview – Part 1
Being early is the same as being wrong… or is it?
The Lendlease Income Opportunity
Lessons from a small cap portfolio manager 24/8/2017 0 Comments As a small cap portfolio manager we are in the business of investing on behalf of others. While investing may be a simple concept it is never easy in practice. We highlight a number of key lessons we have... Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually... As mentioned last month, with reporting season in full swing, we will address the trading outlooks and our expectations around the upcoming results for some of our core holdings. Last month, we discussed Pioneer Credit, Fiducian and Zenitas, whilst this month we will... Australia has a love affair with property, however you can’t go a week without seeing a newspaper headline proclaiming the next property crash. The low level of global and local interest rates over the last 9 years has caused property prices to go up significantly due... 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... This week Robert Swift takes a look at the currency debate that has been raging recently. Robert takes a look at what has happened so far and how he expects equities to react accordingly. Is it time to increase or decrease your weighting towards international... 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... This week Robert Swift examines one of the more costly mistakes of the TAMIM Global Equity High Conviction portfolio so far this year. We still believe the investment thesis for Macy's to hold but this experience underlines the significance of timing on short-term... Following on from our previous discussion of income versus capital as a source of portfolio return Scott Maddock and the team at CBG, of the TAMIM Australian Equity Income IMA, look at Lendlease (LLC.ASX). The Lendlease income opportunity Scott Maddock LLC is a...
Lessons from a small cap portfolio manager
So you’ve sold Telstra… Now what?
Small Cap Reporting Season Preview – Part 2
Five need to know factors for a successful retail property deal
Reporting Season: The unanswered questions
The Aussie Dollar: An opportunity or an obituary?
Small Cap Reporting Season Preview – Part 1
Being early is the same as being wrong… or is it?
The Lendlease Income Opportunity
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About TAMIM Asset Management
TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.