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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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This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into a market of misunderstood problems and opportunities. We have argued for a while that Japan has not ‘suffered from’... This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the November AGM season as it relates to their portfolio. Konekt Limited (KKT.ASX) Market cap: $52m AGM date: 16 November 2017 Workplace services provider Konekt... Guy Carson, manager of the TAMIM Australian All Cap Value portfolio, has had an excellent year to date. This success has come from not only picking good stocks but also from managing the portfolio risk when he occasionally picks the wrong stock. This week, to... In the wake of the US Election result yesterday, we at TAMIM have asked a couple of the managers we partner with to give us a few quick reactions and thoughts on where they see opportunity now that President Donald J Trump is a reality. In the wake of the US Election... This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they follow up a previous piece on the merits of value investing. While the long term returns from “value investing” are strong... This week Robert Swift takes a look at the Chinese property market and the effect it will have on Australia and the World. We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them... This week Guy Carson takes a look at REITs and their potential role as the source of crisis in the Australian economy. A version of this article was published in The Australian on 21 October 2017. Back in 2007, the wheels began to fall off the global equity market... This week the TAMIM Small Cap team take a look at the embedded value within their portfolio. Summary: As the portfolio underlying the TAMIM Australian Equity Small Cap IMA approaches its 3 year anniversary we believe the embedded value opportunity within the portfolio... This week Robert Swift and Roger McIntosh, of the TAMIM Global Equity High Conviction IMA, take a look at the tricky subject of creative accounting and how it must be factored into your stock analysis. Quantitative stock selection models such as our VMQ assessment,...
A market of misunderstood problems and opportunities
Small Cap October 2017 AGM Season Update
It’s not all about the stocks: how we manage risk
SPECIAL: Presidential Reactions
Value Investing – An Australian Perspective: Part II – September 2017
Chinese Property Market – One to watch out for…
Will REITs be the epicentre of the next crisis?
The TAMIM Small Cap Portfolio Embedded Value Opportunity
Creative Accounting and non-payment of tax as a source of risk – the importance of fundamental oversight
This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into a market of misunderstood problems and opportunities. We have argued for a while that Japan has not ‘suffered from’... This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the November AGM season as it relates to their portfolio. Konekt Limited (KKT.ASX) Market cap: $52m AGM date: 16 November 2017 Workplace services provider Konekt... Guy Carson, manager of the TAMIM Australian All Cap Value portfolio, has had an excellent year to date. This success has come from not only picking good stocks but also from managing the portfolio risk when he occasionally picks the wrong stock. This week, to... In the wake of the US Election result yesterday, we at TAMIM have asked a couple of the managers we partner with to give us a few quick reactions and thoughts on where they see opportunity now that President Donald J Trump is a reality. In the wake of the US Election... This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they follow up a previous piece on the merits of value investing. While the long term returns from “value investing” are strong... This week Robert Swift takes a look at the Chinese property market and the effect it will have on Australia and the World. We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them... This week Guy Carson takes a look at REITs and their potential role as the source of crisis in the Australian economy. A version of this article was published in The Australian on 21 October 2017. Back in 2007, the wheels began to fall off the global equity market... This week the TAMIM Small Cap team take a look at the embedded value within their portfolio. Summary: As the portfolio underlying the TAMIM Australian Equity Small Cap IMA approaches its 3 year anniversary we believe the embedded value opportunity within the portfolio... This week Robert Swift and Roger McIntosh, of the TAMIM Global Equity High Conviction IMA, take a look at the tricky subject of creative accounting and how it must be factored into your stock analysis. Quantitative stock selection models such as our VMQ assessment,...
A market of misunderstood problems and opportunities
Small Cap October 2017 AGM Season Update
It’s not all about the stocks: how we manage risk
SPECIAL: Presidential Reactions
Value Investing – An Australian Perspective: Part II – September 2017
Chinese Property Market – One to watch out for…
Will REITs be the epicentre of the next crisis?
The TAMIM Small Cap Portfolio Embedded Value Opportunity
Creative Accounting and non-payment of tax as a source of risk – the importance of fundamental oversight
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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.