Ron Shamgar looks to review a number of the key holdings in the TAMIM Australian equity portfolios in the midst of the coronavirus carnage.
This week Ron Shamgar takes a look at one of the hottest stocks on the ASX for the past month. CountPlus has been more than a strong performer recently but is there more petrol in the tank?
This week we analyse the aftermath of what some would consider the most surprising election result in Australia’s history. And by “surprising”, for us at least, we mean a welcome relief.
This week we provide you with Part 2 of the highlights and our key takeaways from reporting season for the TAMIM All Cap portfolios.
Ron Shamgar, Head of Australian Equities and Portfolio Manager of the Australian All Cap portfolio, examines one of his core holdings. A stock which we believe the market has to this point underestimated from both a growth potential and innovation perspective.
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.
Guy Carson digs into the turnover and transition of his portfolio via the examination of six stocks. This is a must read for those interested in how to best manage a portfolio in transition.
This week Guy Carson takes a look at the Big Banks in light of their recently released results. This is an essential read in the wake of the Royal Commission.
This week Guy Carson takes a deeper look at Wesfarmers (WES.ASX), where things just aren't as rosy as they seem.
This week Guy Carson reviews the IT services sector which is a sector typically overlooked by the Australian market.
This week, as a follow up to a recent telco article, Guy Carson takes a look at Inabox.
This week Guy Carson takes a look at the changing landscape of Australian telcos.
This article was published in The Australian on 11 September 2017.
The TAMIM Australian Equity All Cap Value IMA is significantly overweight tech stocks compared to the ASX as a whole. This week Guy Carson, manager of the strategy, takes a look at finding value and quality in the software space without having to go to Silicon Valley.
The TAMIM Australian Equity All Cap Value IMA is focused on finding investments in quality companies at a suitable margin of safety. Occasionally we are surprised to find that these investments will also offer a strong dividend yield.
Reporting Season is drawing to a close with just one week remaining. With this in mind, we thought it would be appropriate to provide an analysis of two of the bigger names to report so far. Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, provides his thoughts on Telstra (TLS.ASX) and Brambles (BXB.ASX).
Reporting Season is well and truly underway in Australia. With this in mind we asked our Australian managers to provide a preview for the coming weeks. Here Guy Carson , manager of the TAMIM Australian Equity All Cap Value, reveals what he expects to see.
As we introduce the exciting new strategy on the TAMIM investment platform, the TAMIM Australian Equity All Cap Value IMA, we thought it would be a good idea to give you, our valued readers, a idea of the way portfolio manager Guy Carson thinks. The underlying fund introduced four new positions during the month of December. One that we are really excited about is Data #3.
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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.