Robert Swift explains his strategy and how the TAMIM Global Equity High Conviction IMA (or the underlying fund) has managed to achieve such impressive results over the years.
The VMQ Ranking System
Robert Swift - Head of Global Strategies
Aside from being small and nimble, today’s report seeks to highlight the main reason for this out-performance: A well-executed quantitative scoring system that ranks each company in our universe on its Value, Momentum and Quality rankings. One of the many tools that a skilled stock-picker can use to justify their existence as an active portfolio manager, and break down the common misconception that active portfolio management doesn’t work.
The three factors that make up our VMQ process are:
Once this detailed process is complete, we then look at the equally important qualitative business factors and make a decision on the companies place in our investment portfolio. Keep an eye out for the full education course including access to our VMQ modelling spreadsheet, video tutorials on stock picking, and portfolio construction techniques on the new InvestorU education service.
Markets & Commentary
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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.