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Market Insights

Valuations will matter eventually...

24/7/2018

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Guy Carson examines the current state of valuations in the Australian market. Some might argue that more than just a couple of stocks are looking a bit pricey. 

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Tempted by Emerging Markets?  Buyer beware, there are better opportunities

18/7/2018

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Robert Swift looks at the lack of diversification in not only the Australian market but also emerging markets. He presents an often misunderstood and underutilised alternative.

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Our Approach to Value Investing

18/7/2018

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The TAMIM Australian Equity Small Cap team take a look at their approach to value investing. They lay out fourteen basic tenets that guide their investing while providing a number of accompanying examples.

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Katz's Corner - June 2018 Recap

11/7/2018

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TAMIM Joint Managing Director Darren Katz takes a look at the financial world in month passed. 

​
Sometimes I get the feeling that I am harping on a subject. This is normally accompanied by my kids rolling their eyes at me when they don't think I can see them. Well at the risk of repeating myself, volatility is back! ​The first quarter of 2018 was tough from a long only equity investment perspective but the second quarter reversed the negative returns and delivered good returns for investors that remained invested.

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Revisiting Yield: Investing for dividends AND total returns

11/7/2018

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Guy Carson re-examines the yield stocks he presented over a year ago and provides an update on the list.

Australian equity investors are obsessed with dividends and with good reason. Over the last decade, the benchmark return has been dominated by them. A big reason for this is that compared to global peers, our largest companies pay out a significant proportion of their earnings. Unfortunately this means they retain less capital for growth. ​

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Killer Bees and the A listers: A Quarter-Century of Investing in China

5/7/2018

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Kevin Smith, portfolio manager for the Asian Small Cap IMA reviews his 25 year history of investing into Chinese shares. Given the current interest in Chinese equities we thought the article was a timely primer to educate global investors on the history of the Chinese equity markets.

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    Markets & Commentary

    At TAMIM we are committed to educating investors on how best to manage their retirement futures.

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DISCLAIMER

​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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