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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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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... This week Guy Carson provides a mid-year-update to his 2017 Outlook for the Australian economy. Have things been playing out as expected in the two-speed economy or is there more yet to come? Mid-year Australian Update - Have we turned the corner? Guy Carson At the... Robert Swift provides an update on his stance on asset allocation having just ticked over into the new financial year. An update from our asset allocation models. One of the most important decisions is how to allocate your money across different asset classes –... Robert Swift talks about how the TAMIM Global Equity High Conviction IMA is positioned heading into the Brexit vote and in particular reviews our 3 London listed investments. This week we republish an article written by Robert Swift, the Chief Investment Officer of... Robert Swift weighs in on the active vs. passive management debate and questions the risk levels in so-called passive strategies. How much risk is there in my passive strategy? Robert Swift Investment strategies, where investors simply invest in a fund that tracks a... This week Guy Carson provides his take on the active vs. passive management debate. Should it even be a debate? A Broken Index: Why investors should seek true active management in Australia Guy Carson Recently Warren Buffett made headlines across the globe by... We made the mistake of investing in the Murray River Organics (ASX:MRG) IPO at $1.30. The stock has fallen by 73% to $0.35 in the company’s turbulent 6 month listed history, and we sold out at $0.65, 50% below the IPO price. Rather than sweeping this under the carpet...
Small Cap Reporting Season Preview – Part 1
Being early is the same as being wrong… or is it?
The Lendlease Income Opportunity
Mid-year Australian Update – Have we turned the corner?
New financial year – Asset allocation update
Positioned for Brexit
How much risk is there in my passive strategy?
A Broken Index: Why investors should seek true active management in Australia
Learning From Our Mistakes – MRG.ASX
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... This week Guy Carson provides a mid-year-update to his 2017 Outlook for the Australian economy. Have things been playing out as expected in the two-speed economy or is there more yet to come? Mid-year Australian Update - Have we turned the corner? Guy Carson At the... Robert Swift provides an update on his stance on asset allocation having just ticked over into the new financial year. An update from our asset allocation models. One of the most important decisions is how to allocate your money across different asset classes –... Robert Swift talks about how the TAMIM Global Equity High Conviction IMA is positioned heading into the Brexit vote and in particular reviews our 3 London listed investments. This week we republish an article written by Robert Swift, the Chief Investment Officer of... Robert Swift weighs in on the active vs. passive management debate and questions the risk levels in so-called passive strategies. How much risk is there in my passive strategy? Robert Swift Investment strategies, where investors simply invest in a fund that tracks a... This week Guy Carson provides his take on the active vs. passive management debate. Should it even be a debate? A Broken Index: Why investors should seek true active management in Australia Guy Carson Recently Warren Buffett made headlines across the globe by... We made the mistake of investing in the Murray River Organics (ASX:MRG) IPO at $1.30. The stock has fallen by 73% to $0.35 in the company’s turbulent 6 month listed history, and we sold out at $0.65, 50% below the IPO price. Rather than sweeping this under the carpet...
Small Cap Reporting Season Preview – Part 1
Being early is the same as being wrong… or is it?
The Lendlease Income Opportunity
Mid-year Australian Update – Have we turned the corner?
New financial year – Asset allocation update
Positioned for Brexit
How much risk is there in my passive strategy?
A Broken Index: Why investors should seek true active management in Australia
Learning From Our Mistakes – MRG.ASX
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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.