Australian Equities

Stockpicking – Nuplex (NPX.AX)

As we have said before, it is highly unlikely you will find our investments in well-presented good news stories with a strong investor following that always seems to find a way to explain lofty valuation multiples. We are in the business of looking for mispriced...

Stock Picking – SpeedCast (SDA.AX)

At TAMIM we invest in stocks - not markets. The recent volatility in markets has highlighted to investors the need to own high quality growth stocks in their portfolios. Our partners at CBG utilise their growth focused investment style to highlight an interesting...

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