• HOME
  • INVESTMENTS
    • Equities >
      • Australia All Cap
      • Australia Small Cap Income
      • Global Mobility
      • Global High Conviction
    • Property >
      • Listed Property
      • TAMIM Property
    • Income >
      • Credit
  • INSIGHTS
    • Insights
    • Weekly Reading Lists
  • ABOUT
  • CONTACT
Tamim Asset Management
  • HOME
  • INVESTMENTS
    • Equities >
      • Australia All Cap
      • Australia Small Cap Income
      • Global Mobility
      • Global High Conviction
    • Property >
      • Listed Property
      • TAMIM Property
    • Income >
      • Credit
  • INSIGHTS
    • Insights
    • Weekly Reading Lists
  • ABOUT
  • CONTACT

Market Insights

"It’s EBITDA Jim, but not as we know it"

27/2/2019

0 Comments

 
Chris Steptoe from DMX Asset Management, managers of the Australian Equity Small Cap IMA portfolio, looks at a new accounting standard that will change a number of reporting and valuation metrics. 

​
“One of my great ambitions before I die is to fly in an aircraft that is on an airline’s balance sheet” Sir David Tweedie ‐ International Accounting Standards Board chairman – April 2008

Read More
0 Comments

Investment Lessons From A 4 Year Old

12/2/2019

0 Comments

 
​Simon Turner, of the Small Cap team, discusses some valuable investing lessons from his 4 year old daughter, as well as a number of stock and Small Cap portfolio examples. ​Parenthood provides a great opportunity to see where universal investment biases start from, and can provide valuable insight into behavioural finance in general. 

Read More
0 Comments

When to Sell

14/1/2019

0 Comments

 
The Small Cap team dig into the essential skill that is knowing when to sell. This is the third part of a 3-part series covering when to Buy, Hold and Sell equities. Click here to read Part One “When to Buy” and Part Two "When to Hold".

Read More
0 Comments

When to Hold

19/12/2018

0 Comments

 
The Small Cap team dig into the fine art of doing nothing. This is the second part of a 3-part series covering when to Buy, Hold and Sell equities. You can read Part One, “When to Buy”, here.

Read More
0 Comments

When to Buy

14/11/2018

0 Comments

 
The Small Cap team explain the two things they look for when deciding whether to buy a company or not. They dig into how they go about reaching a conclusion on these particular points and provide examples to illustrate.

Read More
0 Comments

6  Money Making Secrets For Equity Investors

19/9/2018

0 Comments

 
The small cap team take a look at six key money making "secrets" that any investor needs to know based on the powerful world of behavioural finance.

Read More
0 Comments

Small Cap Reporting Season Review

5/9/2018

1 Comment

 
The Small Cap team take a detailed look at some of the movers, both positive and negative, in their portfolio this reporting season.

Read More
1 Comment

The Two Drivers of Intrinsic Value

14/8/2018

0 Comments

 
The Small Cap team take a look at one of the core principles of value investing. They examine the way in which business fundamentals and interest rates impact on intrinsic value.

Read More
0 Comments

Our Approach to Value Investing

18/7/2018

0 Comments

 
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.

Read More
0 Comments

5 Key Considerations for Small Cap Investors in FY19

20/6/2018

0 Comments

 
The Small Cap investment team take a look forward to the new financial year and present five key considerations for anyone who plans to be invested in the small cap universe in the year to come.

Read More
0 Comments

2018 Federal Budget – A Small Cap Portfolio Perspective

12/6/2018

0 Comments

 
The Small Cap  team examine their portfolio in light of the 2018 Federal Budget. 

Read More
0 Comments

The Power of Management Incentives

29/5/2018

0 Comments

 
The TAMIM Australian Equity Small Cap team take a look at the power of management incentives and the importance fo management's interests being aligned with those of investors.

Read More
0 Comments

Risk Adjusted Returns

1/4/2018

0 Comments

 
This week the TAMIM Small Cap team took a quick look at how they have achieved a strong long-term risk adjusted return.

Read More
0 Comments

Buying Equity in Smaller Companies: 8 Valuable Lessons

27/2/2018

1 Comment

 
This week the Small Cap team take a look at eight of the lessons they have learned over the years. An important read for any investor who fancies the smaller end of the market.

Read More
1 Comment

The TAMIM Small Cap portfolio - Under the Bonnet

30/11/2017

0 Comments

 
This week the TAMIM Small Cap team take a look under the bonnet of their portfolio and take a look at its breakdown. They examine debt profile, industry exposure, company life cycle and cash weightings.

Read More
0 Comments

The TAMIM Small Cap Portfolio Embedded Value Opportunity

2/11/2017

0 Comments

 
This week the TAMIM Small Cap team take a look at the embedded value within their portfolio.

Read More
0 Comments

What we look for in a management team

27/9/2017

1 Comment

 
This week the small cap team take a look at the importance of a good management team when investing in a company. They take the time to spell out exactly what they look for when considering management.

Read More
1 Comment

Lessons from a small cap portfolio manager

24/8/2017

0 Comments

 
As a small cap portfolio manager we are in the business of investing on behalf of others. While investing may be a simple concept it is never easy in practice. We highlight a number of key lessons we have learned over the past decades that you can apply to managing your own portfolio.

Read More
0 Comments

Small Cap strategies to help investors sleep well

6/7/2017

0 Comments

 
We believe the true test of being on the right investment path is whether you can sleep well at night. If you find yourself awake in the middle of the night mulling over your investment portfolio’s downside risk you probably need to make some changes. In this article we discuss some key strategies to ensure you can sleep well as a smaller companies’ investor. 

Read More
0 Comments

Why investors often undervalue simple businesses

25/5/2017

0 Comments

 
This week the Small Cap team take a look at why investors frequently undervalue a simple but proven business and instead hit for the fences with supposed disruptors.

Read More
0 Comments

Accessing IPOs and Capital Raisings

27/4/2017

0 Comments

 
We take a look at accessing IPO's and Capital raisings. Small investors tend to be locked out of these raisings. In most instances, this is not an issue as the quality of the capital raisings tend to be poor. However, in the case of a strong IPO, you can benefit from a relationship with an investment manager who provides access to these IPO's and Capital raisings.

Read More
0 Comments

Managing Smaller Company Liquidity Risk

13/4/2017

0 Comments

 
The managers of the TAMIM Australian Equity Small Cap Individually Managed Account (IMA), take a look at how they manage the liquidity risk you inevitably face when investing in the small-cap space, particularly relevant considering the recent move away from that area of the market.

Read More
0 Comments

High Quality - A Shopping List

30/3/2017

0 Comments

 
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.

Read More
0 Comments

Gauging Market Expectations

16/2/2017

0 Comments

 
The managers of the TAMIM Australian Equity Small Cap Individually Managed Account (IMA), take a look at the importance of understanding the psychology of other players in the market and reveal where they look to gauge what others are thinking and how this informs their investment decisions.

Read More
0 Comments

2017 Outlook: Value well placed to shine

12/1/2017

0 Comments

 
The team at DMX, managers of the TAMIM Australian Equity Small Cap IMA, take a look forward to 2017.

Read More
0 Comments
<<Previous

    Markets & Commentary

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

    Sign up to receive our weekly newsletter:

    * indicates required

    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.

    Archives

    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    July 2016
    June 2016
    March 2016
    February 2016
    January 2016
    December 2015

    Categories

    All
    Accounting
    AGM
    Amazon
    APRA
    Asia Small Cap
    Asset Allocation
    Aus Equity All Cap Value Portfolio
    Aus Equity Income Portfolio
    Aus Equity Small Cap Portfolio
    Australian Banks
    Australian Market Commentary
    Banking Royal Commission
    Big 4 Banks
    BNPL
    Brexit
    Budget
    China
    Corporate Governance
    Correlation
    Cryptocurrency
    Currency
    Darren Katz
    Dividend Yields
    Election
    Emerging Markets
    Energy
    GDP
    Global Equity High Conviction Portfolio
    Global Mobility
    Gold
    Guy-carson
    Housing
    Income Investing
    Inflation
    Infrastructure
    Insurance
    Interest Rates
    International Commentary
    Investment Thematics
    Investor Psychology
    Israel
    Japan
    Katz's Corner
    Kevin Smith
    Market Outlook
    Mergers-aquisitions
    Mobility
    Oil
    Passive-vs-active
    Peer-to-peer-lending
    Peertopeer-lending
    Portfolio Management
    Portfolio-management
    Private Debt
    Property
    Rando's Reflections
    RBA
    Recession
    REITs
    Reporting Season
    Retail
    Risk Management
    Robert Swift
    Ron Shamgar
    Small Cap Income Portfolio
    Small Caps
    Succesion Planning
    Telecoms
    The Pain Report
    Trade War
    Trump
    Value Investing
    Video
    ZIRP

    RSS Feed

TAMIM | Equities | Property | Credit
​

TAMIM Fund
Australia All Cap
Australia Small Cap Income
Global Mobility
Global High Conviction
Credit

Listed Property
TAMIM Property
Company
About
Contact
Insights
Invest Online
Login
Other
Privacy Policy
Terms & 
Conditions
​Disclaimer
Contact
Level 4, 55 Grafton Street
Bondi Junction, Sydney NSW, 2022

1300 750 007

ima@tamim.com.au

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.  

magellen, kosec, clime, wilson, wam, montgomery, platinum, commsec, caledonia, pengana, tamim

  • HOME
  • INVESTMENTS
    • Equities >
      • Australia All Cap
      • Australia Small Cap Income
      • Global Mobility
      • Global High Conviction
    • Property >
      • Listed Property
      • TAMIM Property
    • Income >
      • Credit
  • INSIGHTS
    • Insights
    • Weekly Reading Lists
  • ABOUT
  • CONTACT