This week the Small Cap team take a look at how they are gaining exposure to the investment thematic that is the infrastructure "boom". In doing so they take a look at a pair of stocks in their portfolio.
This week Kevin Smith of the TAMIM Global Equity High Conviction IMA takes a look at technology stocks. He takes a quick look at the idea that many tech stocks are not in fact tech stocks while many stocks, like the two supposed consumer discretionary stocks he highlights, perhaps should be considered so.
This week Guy Carson takes a look at the Big Banks in light of their recently released results. This is an essential read in the wake of the Royal Commission.
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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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