In the midst of reporting season we have already seen and met dozens of companies that have reported their interim or full year reports. In this week’s newsletter we bring to you some of the standout results for the TAMIM All Cap Portfolios.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio. SFA Engineering (KOSDAQ:056190) is a South Korea company which is a leader in the fields of material handling systems (logistics), precision equipment, technology for OLED panel manufacturing and printed electronic equipment for the manufacturing of semiconductors and electronic components.
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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.
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