This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they review their analysis of Telstra.
This week Guy Carson reviews the IT services sector which is a sector typically overlooked by the Australian market.
This week the Small Cap team provide a profile on one of their portfolio holdings, Elanor Investors Group (ENN.ASX).
This week, as a follow up to a recent telco article, Guy Carson takes a look at Inabox.
Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this is while examining the fallacy that stocks can be defined by a singular sector.
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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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