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The TAMIM Australian Equity All Cap Value IMA is significantly overweight tech stocks compared to the ASX as a whole. This week Guy Carson, manager of the strategy, takes a look at finding value and quality in the software space without having to go to Silicon Valley.
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With Reporting Season coming to a close a few weeks back the managers behind the TAMIM Australian Equity Small Cap IMA take a look at some of their previously disclosed stocks and how they fared over what was a rocky few weeks at the smaller end of town.
The TAMIM Australian Equity All Cap Value IMA is focused on finding investments in quality companies at a suitable margin of safety. Occasionally we are surprised to find that these investments will also offer a strong dividend yield.
This week the TAMIM Australian Equity Growth Individually Managed Account (IMA) portfolio managers take a look at portfolio holding Boral Limited (BLD.ASX). BLD is an interesting stock exposed to positive thematic of increased housing construction and infrastructure spend in the USA through its existing operations and recent acquisition. Read on to find out why.
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