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TAMIM Fund: Global Mobility

Briefing Presentation
February 2021

    Register your interest:

Register Interest

To have a conversation about any of the TAMIM investment solutions, please do not hesitate to contact us on the details below:
Sid Rutalla
sid@tamim.com.au
​+61 402 234 577
Lee Chunique
lee@tamim.com.au
​+61 431 535 559
Darren Katz
darren@tamim.com.au
​+61 405 147 230

Why Mobility? Why Now?

Opportunity of a Lifetime:

+  $8-10 Trillion Opportunity*

+  Historic industry creation

+  Historic industry destruction
​
+  Multiple ways to win:
  • Electrification
  • Sharing
  • Autonomous

* Michael Wayland. "GM’s Cruise values autonomous vehicle industry at $8 trillion" CNBC, 5 February 2020
  Mark Phelan. "Detroit leads, Tesla lags in trillion-dollar race for robot-car business" Detroit Free Press, 13 March 2019
History has shown that most major technological revolutions & evolutions have followed a similar adoption path – we are at an Inflection Point. 
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1. Business Insider, https://www.businessinsider.com.au/self-driving-cars-at-peak-of-gartners-hype-cycle-2015-8
2. Forbes, https://www.forbes.com/sites/enroute/2018/08/14/autonomous-vehicles-fall-into-the-trough-of-disillusionment-but-thats-good/
3. Business Insider, https://www.businessinsider.com.au/waymo-says-it-will-start-giving-rides-without-safety-drivers-2019-10

The Case:​

$8-10 Trillion Revolution: That’s right, trillion with a “T.” We believe this is going to be the biggest technological revolution of our lifetime… and very few are paying attention.

It’s Happening Now: EV adoption is inflecting, and autonomous vehicles are already on the road today across the US. Google’s Waymo division has over 600 self-driving cars (no safety drivers!) that have collectively driven over 20 million miles (32 million kilometres). In the Phoenix area, consumers can hail one today with a simple click in the app.

Every Industry Will Be Affected: We believe there will be massive winners and significant losers – given our structure, we plan to make money on both. On the winner side, think about: semiconductors (digital and electric vehicle content), cloud software & infrastructure, and autonomous technologies. On the loser side, think about the industries that will disappear: car rental companies, internal combustion engine (ICE) components, and Big Oil…

Multiple Ways to Win: While the end state is already coming into view, there are multiple building block evolutions that we are actively seeking to capitalize on – namely, Sharing/Connectivity, Electrification, and Autonomy.

About Ibex Investors:

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+ Founded in 2003

+ Over USD $870m in Assets Under Management

+ Offices in Denver, New York  & Tel Aviv

+ Proven Portfolio Manager:
Ryan Mahon | Ibex Mobility Revolution Strategy
  • 55.77% CY2020
  • 71.72% since inception*​

* At 31 December 2020. Reflects performance since Ryan Mahon joined Ibex in July 2019 as a portfolio manager after the Fund’s original portfolio manager departed.
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Level 4, 55 Grafton Street
Bondi Junction, Sydney NSW, 2022

1300 750 007

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
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    • Equities >
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