This week James Williamson of the highly successful TAMIM Australian Equity Value Portfolio discusses one of his top stock picks, Royal Wolf Holdings Limited. RWH is the market leader in the sale and leasing of portable storage containers, portable building containers and freight containers to customers across 19 industries in Australia and New Zealand.
This week Robert Swift, Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA),discusses investing in companies that benefit from emerging market growth.
We didn’t think that Brexit would win; but it did. This caused some immediate selling of risk assets and the European banking system was hit quite hard. The European financial system has become entwined but amazingly the agreements within the EU on services are not as advanced as on physical trade. Such uncertainty was behind the sell-off.
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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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