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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
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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.
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".
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.
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.
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.
The Small Cap team take a detailed look at some of the movers, both positive and negative, in their portfolio this reporting season.
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.
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.
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.
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.
This week the TAMIM Small Cap team took a quick look at how they have achieved a strong long-term risk adjusted return.
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.
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.
This week the TAMIM Small Cap team take a look at the embedded value within their portfolio.
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.
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.
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.
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.
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.
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.
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.
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.
The team at DMX, managers of the TAMIM Australian Equity Small Cap IMA, take a look forward to 2017.
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