This week we go through some of the notes and key highlights from the top end of the market. A disclaimer before reading further, this is the first part of my notes on the top ten securities by market capitalisation.
Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.
This week we take a look at two retailers that have provided robust results for FY20 and are seeing continued strong momentum into the new financial year as the structural shift to e-commerce accelerates. We believe there is more share price upside as valuations catch-up to fundamentals.
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.
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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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