TAMIM & Australian Equities

Outstanding Returns.

Australia All Cap
+  FY21: +57.56%
+ 12-months: 27.52%
+  Since inception: 20.08% p.a.

Australia Small Cap Income
+  FY21: 65.67%
​+ 12-months: 36.95%
+  Since inception: 22.87% p.a.
Australia All Cap inception 31 December 2016
Australia Small Cap Income inception 1 January 2019
​Returns current at 31 December 2021. Past performance is no guarantee of future returns.
Australia All Cap
​The TAMIM Australia All Cap strategy is an Australian fund investing in quality companies using both value and growth principles. Importantly, the portfolio is able to buy Australian stocks wherever they see value whether they are large, mid or small caps. ​
Australia Small Cap Income​​
The Australia Small Cap Income portfolio is structured around the key themes of:
  1. Strong businesses with value and growth characteristics; and 
  2. Cash generating businesses paying regular dividends. 
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

TAMIM | Equities | Property | Credit
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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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