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 cases for future M&A interest. While specifics remain closely guarded, their potential to deliver outsized returns aligns perfectly with TAMIM’s disciplined investment approach. Could one of these be the next big story? Stay tuned.

Disclaimer: ASX: EML, ASX: CCG, and ASX: CVW are currently held in TAMIM portfolios. All investing entails risk – please read disclaimer on our website for more details – www.tamim.com.au.