This week the team at DMX, managers on the TAMIM Australian Equity Small Cap IMA, review some of their portfolio holdings following AGM season. They discuss their positions in Fiducian, Konekt, SDI, Pioneer, Paragon & Joyce Corporation.
While Macy's looks like a failing or declining department store business, we don't believe it is a department store at all but rather a real estate company with significant potential as an online retail business.
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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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