Following AGM season the Small Cap team have taken the time to provide a brief update on the portfolio.
This week we present a piece by Hamish Carlisle, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, re-examining Telstra.
Guy Carson, of Quick Brown Fox Asset Management and the TAMIM All Cap Value IMA, examines the cracks that are beginning to appear in Australia's WAAAX stocks.
The Small Cap team takes a look at the current interest rate environment and highlights one stock worth considering in that context.
Robert Swift, of API Capital and the TAMIM Asia Small Companies fund, takes a deeper look at the often misunderstood opportunity that is Asia and presents a stock that should benefit regardless of trade wars.
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.
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