Darren Katz, TAMIM Asset Management's Managing Director and Head of Investments, reviews a number of the Stock Picks we have presented over the course of the year to assess how they have fared through the recent reporting season. We review our original investment rationales and try to learn from the mistakes we have made through our investment journey.
This week Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), examines the need for an increase in US infrastructure spending and the opportunities this presents. In this video, Robert takes a quick look at Vinci - a stock that should benefit from the coming spend.
Joyce has a strong track record of partnering with business the company acts as a business partner, providing capital and management expertise to good profitable businesses that currently lack the capital and management to reach the next level. The key in this business partnership is to ensure that the risks and rewards are appropriately shared and incentives are aligned.
The Australian smaller companies universe is home to a number of companies which are building global leadership positions in their respective niche markets, and yet somewhat surprisingly remain largely unrecognised in the local investment community. Identifying these types of businesses is both the passion of and the bread and butter of the manager of the TAMIM Australian Equity Small Cap IMA.
This week Robert Swift, the Head of Global Equity Strategies of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), reviews JP Morgan in an environment where they are aided by the normalisation of the US interest rate yield curve. In this video, Robert contrasts the fortunes of JP Morgan to that of the Commonwealth Bank.
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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.