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Outstanding Returns.
Australia All Cap + FY21: +57.56% + Since inception: 19.51% p.a. Australia Small Cap Income + FY21: 65.67% + Since inception: 23.59% p.a. Australia All Cap inception 31 December 2016 Australia Small Cap Income inception 1 January 2019 Returns current at 31 August 2021. |
Australia All Cap
Australia Small Cap Income
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A Focus on Capital Preservation
Downside protection against a market sell off; utilising long put option positions. Both portfolios are able to hold elevated levels in cash if sufficiently attractive investments cannot be found. Disciplined approach to portfolio and risk management. |
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How we do it:TAMIM's Australian equity portfolios both draw on value and growth investing principles to maximise client returns.
Ron's is a bottom up investment approach that can be broken down into 5 steps: Idea generation - ASX company news flow, broker research and company roadshows, news publications and social media forums. Company research - We conduct a company analysis on its business model, industry structure and future catalysts. Financial analysis and modeling - We are looking for businesses that meet our key investment criteria. Management meeting and analysis - We look at management historical track record and alignment with shareholders (remuneration/incentives/shareholding) Valuation and portfolio allocation – Each company is valued using a range of valuation approaches. Portfolio allocation based on margin of safety and financial strength of the business. |
About Ron Shamgar:
+ Head of Australian Equity Strategy, TAMIM
+ From 2013-2018, co-founder of TBF Investment Management (The Boat Fund) and was Portfolio Manager of the TBF Small Cap Value Growth Fund. + A proven Portfolio Manager: 15% p.a. return with TBF + Systematic bottom up approach to investing |