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. A world-class technology company, Advantest is a leading producer of automatic test equipment for the semiconductor industry and a premier manufacturer of measuring instruments used in the design and production of electronic instruments and systems.
This week we discuss a couple of stocks in the TAMIM All Cap portfolios that have under-performed yet, as our investment thesis still holds, potentially have huge upside.
The TAMIM Global Equity High Conviction team at Delft Partners highlight a recent addition to the High Conviction portfolio. Why has this household name only now been deemed worthy of inclusion?
The Small Cap team gives a quick wrap up of three stocks that had mixed reporting seasons.
This week we provide you with Part 2 of the highlights and our key takeaways from reporting season for the TAMIM All Cap portfolios.
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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.