Robert Swift further presents his case for stocks that straddle multiple sectors in looking at one particular "tech" stock that has recently had some positive newsflow.
This week the Small Cap team present a brief investment thesis for Konekt (KKT.ASX), one of their favourite holdings.
This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the October AGM season as it relates to their portfolio.
Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this is while examining the fallacy that stocks can be defined by a singular sector.
As mentioned last month, with reporting season in full swing, we will address the trading outlooks and our expectations around the upcoming results for some of our core holdings. Last month, we discussed Pioneer Credit, Fiducian and Zenitas, whilst this month we will focus on Apollo Tourism and Leisure, Elanor Investors and Konekt.
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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.