Australian Equities
Australia Small Cap Income
Investor updates
Below you will find the monthly commentary and portfolio update for TAMIM Australia Small Cap unit class.
Investor Updates
2024
| Monthly Report | |
January 2024 2023
2022
2021
2020
TAMIM Whitepapers
Latest Edition
Ron Shamgar, the TAMIM Head of Australian Equity Strategy, is renowned for his exceptional ability to identify stocks ripe for takeover opportunities. In this whitepaper he shares the top 3 ASX stocks that are currently on his watchlist. The Australian Securities Exchange (ASX) has witnessed a notable surge in mergers and acquisitions (M&A) transactions in the past year, with a number of these being TAMIM holdings.
The Takeover Whitepaper will share our comprehensive strategies and valuable insights into recognising potential ASX stocks that could be takeover targets. Additionally we provide you with insights and strategies we use to identify companies ripe for takeover and share why we believe these 3 ASX Stocks on our watchlist could have takeover offers in the near future.
Download Latest Edition of TAMIM Takeover Whitepaper
View our past TAMIM Takeover Whitepapers and evaluate Ron Shamgars ability to identify stocks ripe for takeover opportunities.
TAMIM Takeover Whitepaper
Febuary 2024
TAMIM Takeover Whitepaper
September 2023
TAMIM Takeover Whitepaper
November 2021
Fund Performance
Fund Facts
Investment Parameters
| Management Style: | Active |
| Investments: | Australian Equities |
| Investment Universe: | Australian Small Cap |
| Reference Index: | ASX Small Ords |
| Number of Securities: | 20-40 (10-20 Value, 10-20 Growth) |
| Single Security Limit: | +/-5% |
| Market Capitalisation: | Small Cap |
| Derivatives: | Yes |
| Leverage: | No |
| Portfolio Turnover: | <50% p.a. |
| Cash Level (typical): | 0-100% (0-50%) |
Fund Profile
| Investment Structure: | Unlisted Unit Trust (available to wholesale investors) |
| Minimum Investment: | $100,000 |
| Management Fee: | 1.25% p.a. |
| Admin & Expense Recovery: | Up to 0.35% |
| Performance Fee: | 20% of performance in excess of hurdle |
| Hurdle: | Greater of: RBA Cash Rate + 2.50% or 4% |
| Entry/Exit Fee: | Nil |
| Buy/Sell Spread: | +0.25% / -0.25% |
| Distributions: | Semi-annual |
| Applications/Redemptions: | Monthly |
| Redemptions: | Monthly with 30 days' notice |
| Investment Horizon: | 3 - 5 years + |
Invest via TAMIM Fund
Request additional details by using the form or if you're ready to invest select the apply now button.
Invest via IMA
The TAMIM Australia Small Cap strategy is available as an Individually Managed Account (IMA). Please see the Strategy Summary for terms or request Investment Documentation via form.