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