This week we revisit a favourite topic of ours, further exploring our framework for understanding innovation. This time we focus on the role that necessity plays in creating true paradigm shifts as opposed to the incremental development we often see masquerading as innovation. The answer? Patient capital...
This week we return to the topic of innovation. Just what is it that allows innovations to take place? And more particularly where should we be placing our bets to take advantage?
Following a successful visit by the TAMIM Alpha Fund team, we thought it would be a good idea to dig into the historic, economic, and political background of the opportunity they seek to exploit. All of us are familiar with the saying ‘necessity is the mother of all innovation’ and nowhere is this more applicable than the land of Zion. The remarkable feats achieved by this small, industrious nation over the past few decades speak for themselves.
The TAMIM Alpha team provide a brief update on the status of medical cannabis industry globally. The potential legalisation of cannabis for export as well as a reclassification from the World Health Organisation bode well for the industry.
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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.