We take a look at the "shopping list" of qualities our small cap team look for in making an investment. They run through each and provide a stock example to illustrate their point.
Scott Maddock reviews the current interest rate environment and the outlook for rates. Given the view that rates will increase but that they will do so at a slower rate than most expect, Scott discusses three portfolio holdings that he believes will continue to deliver strong and sustainable dividend yields.
This week Robert Swift takes a look at an investment thematic - Japan and robotics. What does this mean going forward? Where do the opportunities lie?
I recently attended a presentation by one of our investment managers to a group of self-directed investors and, as you would expect, the usual question was posed by the audience: “Warren Buffett says you should invest in passive index driven strategies and not with active fee charging managers as they can’t beat the passive index over long periods of time. What are your thoughts on this statement by the world’s best investor?”
This week Robert Swift takes a look at momentum and what it is telling us about asset allocation. Where should you deploy your capital and how? Will this achieve optimum results in the current economic climate.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.