Introduction: The Case for Real Assets in a Repricing World In the current investment environment, where rates remain elevated, growth forecasts are patchy, and risk sentiment oscillates week-to-week, there’s a growing argument for looking past the noise. At Tamim,...
Continuing our thematic review of TAMIM’s high-conviction holdings, Part Two explores three businesses operating at the crossroads of technology, infrastructure, and financial services. These companies combine scalable platforms, robust balance sheets, and strategic...
