James Williamson, the portfolio manager of our TAMIM Australian Equity Value portfolio discusses attractive characteristics in companies. This is a great example of a typical investment for the TAMIM Australian Equity Value portfolio, a situation where a former market darling goes through a number of profit warnings and is aggressively sold down by market participants. These situations quite often culminate in a company that is under followed and unloved. Management effect a turn around and this is not realised by the market. These are the type of investments we enjoy in the TAMIM Australian Equity Value portfolio.
Over the 12 months to the end of April the fund underlying the TAMIM Australian Equity Value portfolio has delivered a 19.1% return versus a market that returned -4.9%. If you would like to discuss how TAMIM can help you with you retirement portfolio's in this low interest environment, then please contact us at firstname.lastname@example.org.
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