This week we take a look at our largest holding, EML Payments (EML), and the transformational acquisition they have undertaken. EML is now a substantial and profitable global fintech company that we believe is going to double in price over the next twelve months.
This week we again revisit the topic of the banks. An issue that has been especially pertinent to us given the cut of ANZ’s franking composition. What will this mean going forward? Will it impact the way we invest?
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. Japan Aviation has been a star performer recently with the portfolio up +13.5% CYTD.
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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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