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Stay Informed with TAMIM Market and Stock Insights

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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Low Liquidity – Friend or Foe?

This week TAMIM launches the TAMIM Australian Equity Small Cap Individually Managed Account. This week we start the first in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM...

Brexit – What next for HSBC

We didn’t think that Brexit would win; but it did. This caused some immediate selling of risk assets and the European banking system was hit quite hard. The European financial system has become entwined but amazingly the agreements within the EU on services are not as...

Stock Watch – Microsoft buys LinkedIn

The fundamental justification for the deal appears reasonable for Microsoft shareholders, however Microsoft has a chequered history of business acquisitions and has paid a very high premium to gain exposure to a social networking channel, albeit one that is more...

Can we immunize the portfolio from Brexit or Bremain risk?

This week we republish an article written by Robert Swift, the Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA). Can we immunize the portfolio from Brexit or Bremain risk? Robert Swift – Head of Global Equity...

Is Everyone Overpaying for Safety Stocks?

This week our Global Equity Growth Portfolio investment manager Calamos Investments, reviews the equity market and the sectors that are believed to be safe havens. Are we placing false hope in our belief that we are being conservative in our investment strategies?...

Video – Broadspectrum (BRS.AX) Investment

This is a great example of a typical investment for the TAMIM Australian Equity Value portfolio, a situation where a former market darling goes through a number of profit warnings and is aggressively sold down by market participants. These situations quite often...

Stock Picking – Bank of Montreal

This weeks stock pick is from the manager of the TAMIM Global Equity High Conviction portfolio. Bank of Montreal shows significant value for shareholders from its low volatility, growing earnings stream.  Dividends have increased in line with earnings and are kept at...

The Pain Report

The Pain Report will provide you with a weekly independent and objective commentary on the global economy, in an attempt to help you identify the key forces which will shape the world in the years ahead.  For example, I believe that the most significant and defining...

Stock Picking – Duet Group (DUE.AX)

Michael Newbold from the manager of the TAMIM Australian Equity Growth IMA reviews the investment case for the DUET Group. With continued worries about the sustainability of the Banks dividends, this stock may be worthy of a better look. It offers a best in utility...

Low Liquidity – Friend or Foe?

This week TAMIM launches the TAMIM Australian Equity Small Cap Individually Managed Account. This week we start the first in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM...

Brexit – What next for HSBC

We didn’t think that Brexit would win; but it did. This caused some immediate selling of risk assets and the European banking system was hit quite hard. The European financial system has become entwined but amazingly the agreements within the EU on services are not as...

Stock Watch – Microsoft buys LinkedIn

The fundamental justification for the deal appears reasonable for Microsoft shareholders, however Microsoft has a chequered history of business acquisitions and has paid a very high premium to gain exposure to a social networking channel, albeit one that is more...

Can we immunize the portfolio from Brexit or Bremain risk?

This week we republish an article written by Robert Swift, the Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA). Can we immunize the portfolio from Brexit or Bremain risk? Robert Swift – Head of Global Equity...

Is Everyone Overpaying for Safety Stocks?

This week our Global Equity Growth Portfolio investment manager Calamos Investments, reviews the equity market and the sectors that are believed to be safe havens. Are we placing false hope in our belief that we are being conservative in our investment strategies?...

Video – Broadspectrum (BRS.AX) Investment

This is a great example of a typical investment for the TAMIM Australian Equity Value portfolio, a situation where a former market darling goes through a number of profit warnings and is aggressively sold down by market participants. These situations quite often...

Stock Picking – Bank of Montreal

This weeks stock pick is from the manager of the TAMIM Global Equity High Conviction portfolio. Bank of Montreal shows significant value for shareholders from its low volatility, growing earnings stream.  Dividends have increased in line with earnings and are kept at...

The Pain Report

The Pain Report will provide you with a weekly independent and objective commentary on the global economy, in an attempt to help you identify the key forces which will shape the world in the years ahead.  For example, I believe that the most significant and defining...

Stock Picking – Duet Group (DUE.AX)

Michael Newbold from the manager of the TAMIM Australian Equity Growth IMA reviews the investment case for the DUET Group. With continued worries about the sustainability of the Banks dividends, this stock may be worthy of a better look. It offers a best in utility...

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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.