Heading into reporting season we take a look at a few simple things to keep in mind if one truly wishes to capitalise on the increased news flow that comes with reporting season.
To wind up the year we decided to take a tongue-in-cheek look at the year that was. There were a number of predictions being widely thrown around by those in the industry to start the year, unfortunately many of them turned out to be unfounded. So, let's dive into 2019 in review!
This week we take a look at what makes a business an attractive investment opportunity and examine what we look for in our search for the next opportunity.
We return to the ever important topic of portfolio management and take a look at three extremely important things to keep in mind when managing an investment portfolio.
Investing can be very difficult yet highly rewarding pass time. At TAMIM we work with highly skilled investment managers on a daily basis and we thought it would be interesting to understand their views on investing. We have posted their top tips for investing below.
It is quite fine to chase and expect returns, after all, that is one reason we invest, It is however important to understand the risk we are taking to generate the returns we expect. We take a look at risk and try to understand the best way to approach taking risk in this current volatile or at least uncertain market environment.
This week we look at an increasingly pressing theme that is shaping out to be the most decisive for our collective futures. This is a thematic that will not only affect the way we invest but also the lives we live. Arguably one of the most important facets of investing is to try and take a step back from time to time from the tactical to the more strategic and big picture. Here we refer to the broader macroeconomic and sociological forces that underpin everything we do and, let's face it, the companies we invest in.
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.
This week Robert Swift takes a look at a portfolio holding which has gone from under-performer to outperformer. He digs into the importance of conducting proper analysis and, if nothing changes, having faith in it to work in the long term.
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:
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.