In an environment dominated by uncertainty, volatility, and shifting macro narratives, long-term investors must look beyond the noise to find quality businesses with structural tailwinds and undervalued potential. TAMIM Asset Management has long held the view that...
ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is...
Portfolio Manager Ron Shamgar offers a glimpse into three under-the-radar companies with the hallmarks of strategic value, exceptional financials, industry leadership, and unique positioning. These businesses, quietly ticking all the right boxes, present compelling...
As the reporting season draws to a close, it's understandable if you're holding your breath as some companies delay releasing potentially lacklustre results.' While not every report can be a winner, we believe the last few weeks had two further standout performers in...
Presented by Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: ASX: CVW is held in TAMIM Portfolios as at 25 June 2024. All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
Investing in small-cap stocks can be a rollercoaster ride. Aside from their ability to generate outsized returns, Micro and small caps tend to be more volatile, experience larger downturns, and have lower liquidity than their larger counterparts. And it is times like...
Ron Shamgar lays out the investment thesis for a stock he believes will soon be the subject of a takeover offer. ClearView (CVW.ASX) Note: This investment thesis was originally circulated to clients on 9 December 2021. CVW remains a position in TAMIM Australian...
