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Stock Insights

Half Year Small Cap Reporting Preview - January 2019

31/1/2019

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The TAMIM Australian Equities Small Cap team take a look at a number of their holdings and outline what they expect and hope to see in the coming reporting season.

After a period where market sentiment has been dominated by global macro issues, we see half year reporting as a chance for the market to refocus on fundamentals, and an opportunity for companies to highlight their attractive fundamentals. The portfolio continues to trade on undemanding valuations (a median price earnings multiple of less than 10x across the portfolio). Accordingly, there are a number of stocks in the portfolio which have the potential to re-rate significantly on the back of pleasing half year updates. ​

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Small Cap AGM Updates

31/10/2018

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Following AGM season the Small Cap team have taken the time to provide a brief update on the portfolio.

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Sell the Winnebago, these tourism businesses are a buy

3/7/2018

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The Tamim Australian Equity Small Cap team takes a step back heading into the Australian winter vacation period to look at the local tourism sector. Backed by the tailwind of strongly increasing tourist numbers, this segment of the market is poised for strong gains. The small cap team highlights some of their favoured and less favoured opportunities.

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    Stock Commentary

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​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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