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Market Insights

Needs Not Wants?

27/4/2022

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Robert Swift takes some time to look at portfolio allocation in the context of the current global climate; now focussing on investing in the 'needs' and not 'wants'.
Portfolio Construction

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3 Simple Considerations to Maximise Your Reporting Season

13/2/2020

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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.

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Good Companies Not Always Good Investments

24/7/2019

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This week we present a piece by Joey Mui, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining why good companies do not always necessarily make good investments.

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Chasing El Dorado - Where to for Gold?

18/7/2019

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One of the most divisive issues in the world of investing is the place of gold and whether there is any value in having some exposure within a portfolio.

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Paying Up or Paying Out: The reason you should stay invested

11/7/2019

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With many investors running to so-called defensive assets (with ever diminishing returns), this week we look at why it pays to stay invested in equity markets. 

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5 Key Characteristics of a Great Investment | Ron Shamgar

26/6/2019

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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.

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3 Important Considerations When Managing a Portfolio

13/6/2019

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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. ​

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Risk, Uncertainty & Just Maybe Survival

4/4/2019

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 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.

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Investment Lessons From A 4 Year Old

12/2/2019

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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. 

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When to Sell

14/1/2019

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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".

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When to Hold

19/12/2018

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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.

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Success is no accident, pay attention to portfolio structure

28/11/2018

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This week we look at the always important topic of portfolio construction. Achieving an optimally balanced and diverse portfolio is more important than ever when heading into increasingly uncertain times and certainly, we would argue, a wiser move than exiting the market completely.

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When to Buy

14/11/2018

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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.

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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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Where is the Australian economy heading?

26/6/2018

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Heading into a new financial year, Guy Carson takes a look at the state of the Australian economy and provides his expert views on what to expect going forward.

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Individually Managed Accounts - What is all the fuss about?

29/5/2018

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TAMIM founder and managing director, Darren Katz, revisits the topic of individually managed accounts.

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Red Flags: How we avoid the Big Un & Blue Sky blowups

12/4/2018

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In light of the recent Blue Sky drama, Guy Carson takes a look at how he identifies companies with potential for these blow ups. Digging into GetSwift, Big Un and Blue Sky, this is a must read for any self-directed investor looking to avoid getting caught up in blow ups like these.

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Moneyball: A Retail Stock Running Rings Around Harvey Norman, Myer & JB Hifi

15/3/2018

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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.

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Buying Equity in Smaller Companies: 8 Valuable Lessons

27/2/2018

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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.

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Looking inside the Australian GDP number and what the implications are for your share portfolio

13/12/2017

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This week Guy Carson takes a look at the Australian GDP figure and digs in to how it impacts the everyday share portfolio.

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The TAMIM Small Cap portfolio - Under the Bonnet

30/11/2017

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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.

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It’s not all about the stocks: how we manage risk

16/11/2017

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Guy Carson, manager of the TAMIM Australian All Cap Value portfolio, has had an excellent year to date. This success has come from not only picking good stocks but also from managing the portfolio risk when he occasionally picks the wrong stock. This week, to illustrate how to minimise losses and maximise gains, Guy takes a look at one of his recent mistakes alongside some of his better picks.

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Creative Accounting and non-payment of tax as a source of risk – the importance of fundamental oversight

26/10/2017

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This week Robert Swift and Roger McIntosh, of the TAMIM Global Equity High Conviction IMA, take a look at the tricky subject of creative accounting and how it must be factored into your stock analysis.

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Lessons from a small cap portfolio manager

24/8/2017

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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.

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​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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