This week the team at CBG, the fund underlying the TAMIM Australian Equity Growth & Income Individually Managed Accounts (IMA), take an in depth look at their investment thesis for Vocus Communications Ltd (VOC.AX).
In the wake of the US Election result yesterday, we at TAMIM have asked a couple of the managers we partner with to give us a few quick reactions and thoughts on where they see opportunity now that President Donald J Trump is a reality.
Last week some of you may have noticed that the TAMIM Australian Equity Small Cap IMA provided the "Professional's Pick" in the Switzer Super Report. Today we provide you with that pick: Pioneer Credit (PNC.AX). With a trailing grossed up yield of 7.9% and trading on an undemanding PE, this could be a stock to satisfy everyone.
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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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