Due to popular demand and in light of his recent strong performance, we have decided to publicly release the recording of Ron Shamgar's recent Webinar and Q&A. Ron is Head of Australian Equities at TAMIM and currently oversees the All Cap IMA portfolios along with the Small Cap Income portfolio for the TAMIM Fund.
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.
The Small Cap team take a detailed look at some of the movers, both positive and negative, in their portfolio this reporting season.
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.
Kevin Smith, portfolio manager for the Asian Small Cap IMA reviews his 25 year history of investing into Chinese shares. Given the current interest in Chinese equities we thought the article was a timely primer to educate global investors on the history of the Chinese equity markets.
The Small Cap team examine their portfolio in light of the 2018 Federal Budget.
This week the TAMIM Small Cap team took a quick look at how they have achieved a strong long-term risk adjusted return.
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.
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.
This week the TAMIM Small Cap team take a look at the embedded value within their portfolio.
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.
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.
This week the Small Cap team take a look at why investors frequently undervalue a simple but proven business and instead hit for the fences with supposed disruptors.
We take a look at accessing IPO's and Capital raisings. Small investors tend to be locked out of these raisings. In most instances, this is not an issue as the quality of the capital raisings tend to be poor. However, in the case of a strong IPO, you can benefit from a relationship with an investment manager who provides access to these IPO's and Capital raisings.
The managers of the TAMIM Australian Equity Small Cap Individually Managed Account (IMA), take a look at how they manage the liquidity risk you inevitably face when investing in the small-cap space, particularly relevant considering the recent move away from that area of the market.
We take a look at the "shopping list" of qualities our small cap team look for in making an investment. They run through each and provide a stock example to illustrate their point.
The managers of the TAMIM Australian Equity Small Cap Individually Managed Account (IMA), take a look at the importance of understanding the psychology of other players in the market and reveal where they look to gauge what others are thinking and how this informs their investment decisions.
The small cap team take a look at correlation when it comes to microcap investing and why stock movements in the micro cap universe are explained by stock specific factors rather than market movements.
This week TAMIM launches the TAMIM Australian Equity Small Cap Individually Managed Account (IMA). 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 email@example.com. 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.