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As is customary, every quarter our partners on the TAMIM Global Equity Growth Individually Managed Account - Calamos Investments - publish their economic outlook.
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This week Robert Swift, the Head of Global Equity Strategies of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), discusses three key investment thematics that investors need to be aware of heading into this years US election.
This week we feature the third in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM Australian Equity Small Cap Individually Managed Account (IMA) has returned over 32.7% in the 12 months to 30 June 2016. If you would like to discuss this IMA with one of our directors please contact us at ima@tamim.com.au. This opportunity is strictly limited to $100m to protect the portfolio's investment style and philosophy.
The small cap team take a look at correlation when it comes to microcap investing and why stock movements in the micro cap universe are explained by stock specific factors rather than market movements.
This week TAMIM launches the TAMIM Australian Equity Small Cap Individually Managed Account. This week we start the first in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM Australian Small Cap portfolio has returned over 37% in the 12 months to 31 May 2016. If you would like to discuss this IMA with one of our directors please contact us at ima@tamim.com.au. This opportunity is strictly limited to $100m to protect the portfolio investment style and philosophy.
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