We have always said that it is important to take time and revisit the basics every now and then. Living and breathing the markets day in, day out can let us lose sight of these basics, not seeing the forest for the trees if you will. It is often the simplest things that remain consistent for a longer time horizon. To crystallise things a little, we would like to go back and explain some things to our 21 year old selves with particular reference to some rules of thumb about how to think about finances and financial independence.
This week TAMIM launches the TAMIM Australian Equity Small Cap Individually Managed Account. This week we start the first in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM Australian Small Cap portfolio has returned over 37% in the 12 months to 31 May 2016. If you would like to discuss this IMA with one of our directors please contact us at firstname.lastname@example.org. This opportunity is strictly limited to $100m to protect the portfolio investment style and philosophy.
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.
Level 4, 55 Grafton Street
Bondi Junction, Sydney NSW, 2022
1300 750 007
magellen, kosec, clime, wilson, wam, montgomery, platinum, commsec, caledonia, pengana, tamim