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 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.
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.
This week the TAMIM Small Cap team took a quick look at how they have achieved a strong long-term risk adjusted return.
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.
Creative Accounting and non-payment of tax as a source of risk – the importance of fundamental oversight
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.
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.
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.
Robert Swift weighs in on the active vs. passive management debate and questions the risk levels in so-called passive strategies.
Markets & Commentary
At TAMIM we are committed to educating investors on how best to manage their retirement futures.
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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.