You may recall that a couple of months ago we presented a profile of our investment in SDI Limited (SDI.AX).The TAMIM Australian Equity Small Cap IMA continues to be invested in this stock and we watch it closely. Today we are pleased to introduce the Portfolio Manager Steven McCarthy as he discusses SDI.
This week the team at DMX review some of their portfolio holdings and the meetings they have had with the Small Cap companies they are invested in. Identifying these types of businesses is both the passion and the bread and butter of the manager of the TAMIM Australian Equity Small Cap IMA. We continue to believe that the addition of a small cap portfolio to your overall investment strategy adds a strong return and diversification benefit.
In the lead up to Brexit Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), took the view that one could effectively immunise a portfolio from the effects of potentially massive global economic events like Brexit or the upcoming US Election. Having successfully taken precautions to hold stocks that rode out Brexit admirably he now turns his attention to the US in an attempt to immunise the global equity portfolio against any shocks following the US election. The themes presented here should present strong investment opportunities whatever the outcome of the election may be. Robert also provides us with a list of stocks he is watching with this in mind.
At TAMIM we are committed to educating investors on how best to manage their retirement futures.
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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.