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Tamim Asset Management
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 Australian Equity Small Cap IMA


​Investment Philosophy

T​he TAMIM Australian Equity Small Cap IMA can be summarised as a selection of Australian Securities Exchange (ASX) listed companies that have been identified by the 8IP as having under-recognised growth potential. These companies generally have one of the following characteristics: 
  • A market-leading, multi-year competitive advantage; 
  • A turnaround opportunity, either within the business as a whole or within a critical element of the business; or 
  • A specific catalyst expected to generate short- medium term capital appreciation. 

It is anticipated that the performance of the portfolio will come from a combination of capital growth and dividends, with capital growth likely to provide the largest contribution
Investment Process
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Stock Selection Process

1) Idea generation:

Ideas are generated primarily through the wide network of the portfolio managers, including at company meetings, with an additional contribution from quantitative screens.

The PMs actively seek to identify companies that fit the investment philosophy:
  • “Star” companies with multi-­‐year competitive advantage
  • Turnaround situations where specific change has occurred
  • Under-­‐researched companies with attractive growth attributes

2) Develop conviction in investment thesis: 

When an opportunity has been identified, the portfolio managers seek to develop conviction in the investment thesis.

The steps may include:
  • Meeting management on multiple occasions
  • Cross-­‐checking management  statements  with  industry  experts  (typically  via  our  own networks or through a paid service such as the Coleman Group)
  • Financial modelling to quantify the impact of the thesis on forecast earnings
  • Sharing investment theses and financial models with other members of the investment team for review
  • Allocating a conviction rating and target price
 

TAMIM. Real investing for real investors.

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ADDRESS

Level 4, 55 Grafton Street
Bondi Junction, Sydney NSW, 2022

Telephone

 1300 750 007

Email

ima@tamim.com.au

DISCLAIMER

​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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  • HOME
  • INVESTMENT SERVICES
    • Equities >
      • Australia All Cap
      • Australia Small Cap Income
      • Global High Conviction
      • Asia Small Companies
    • Property >
      • TAMIM Property
    • Credit >
      • Credit Fund
  • NEWS
    • Stocks
    • Markets & Commentary
    • Robert's Reading List
    • Weekly Reading Lists
  • ABOUT US
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