Australian Equities
Australia All Cap
The TAMIM Australia All Cap strategy is a fund designed to invest in quality Australian equities using both value and growth principles. With the flexibility to buy Australian equities of all sizes—large, mid, or small caps—our portfolio is tailored to deliver consitant investment returns.
![all-cap-bannr-icon](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/02/all-cap-bannr-icon.png)
![](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/01/ghc-icon1.png)
+13.16% p.a
Annualised Return Since Inception (net of fees)
![](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/01/ghc-icon2.png)
147.53%
Total Return Since Inception (net of fees)
![](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/01/ghc-icon3.png)
$1.4646
NAV Unit Price as at
30th April 2024
![](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/01/ghc-icon4.png)
Dec 2016
Inception
![](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/01/ghc-icon5.png)
APIR Code:
CTS9748AU
About Fund
Maximise Returns
Our objective is to generate absolute returns surpassing long-term equity market returns. We manage portfolio risk by maintaining elevated levels in cash if attractive investments are not available. We seek out segments and sectors offering the best risk-adjusted returns, identifying robust companies and industries.
Meticulous approach to identify strong investment opportunities
Our investment process is disciplined and meticulous, enabling us to identify strong investment opportunities. We uphold a highly process-oriented and patient approach to portfolio and risk management.
Investment Fund managed by Ron Shamgar
- Proven investment process.
- Flexible and unconstrained investment mandate across the ASX.
- Long-term and risk-averse approach.
- Aims to generate superior returns over the long-term.
- Offers downside protection with long put option positions.
All investments carry risk
While we cannot address every potential risk, comprehensive details are available in relevant information memorandums and additional information booklets.
Portfolio Manager: Ron Shamgar
Ron Shamgar successfully managed the Australian Equity Strategies at TAMIM for over five years, establishing himself as a top-performing fund manager. With over 20 years of active investing on the ASX, Ron’s passion for value investing and systematic approach to evaluating businesses shines through.
![1517476276172@2x](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/01/1517476276172@2x.jpg)
Fund Performance
Reports & Factsheet
Reports
Monthly Report | |
|
Factsheet
Discover further details about the fund's investment strategy, the investment team, and the investment process.
Investment Process
Learn about the fund investment philosophy and process.
Fund Facts
Investment Parameters
Management Style: | Active |
Reference Index: | ASX 300 |
Number of Securities: | 20-50 |
Single Security Limit: | 10% (typically 5%) |
Investable Universe: | ASX (focus on ASX300 ex20) |
Market Capitalisation: | Any |
Derivatives: | Yes |
Leverage: | No |
Portfolio Turnover: | < 25% p.a. |
Cash Level: | 0% - 100% (typically 5 - 30%) |
Fund Profile
Investment Structure: | Unlisted Unit Trust (available to wholesale investors) |
Minimum Investment: | $100,000 |
Management Fee: | 1.25% p.a. |
Admin & Expense Recovery: | Up to 0.35% |
Performance Fee: | 20% of performance in excess of hurdle |
Hurdle: | Greater of RBA Cash Rate + 2.5% or 4% |
Entry/Exit Fee: | Nil |
Buy/Sell Spread: | +0.25% / -0.25% |
Applications: | Monthly |
Redemptions: | Monthly with 30 days notice |
Investment Horizon: | 3 - 5 years + |
Distributions: | Annual |
![dual-shapes-cropped1](https://tamin.containerizer.com/wpv1/wp-content/uploads/2024/02/dual-shapes-cropped1.png)
Investor Profile
The TAMIM Australia All Cap portfolio suits investors who:
1.
2.
Value higher customer service levels and transparency.
3.
Have a long-term investment horizon of at least five years, accepting potential price volatility.
Latest Insights
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset...
Should investors play Defence in FY2025?
While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. One such sector...
Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy
As artificial intelligence (AI) hype continues to grip the investing world, an age old strategy could provide an excellent investment opportunity – the "picks and shovels" play. Drawing inspiration from the California Gold Rush, where the true...
Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag
One of the most highly anticipated initial public offerings (IPOs) is set to hit the ASX with fast-growing Mexican quick service restaurant (QSR) chain Guzman Y Gomez set to list on the 20th of June. IPOs on the ASX have had a mixed track record,...
A Rare Turnaround in Sports Technology
Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product...
Lendlease’s Costly Global Ventures Highlight the Perils of Di-worse-ification
The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including...
Get access to the TAMIM's Top Three ASX Takeover Targets
Invest via TAMIM Fund
Request additional details by using the form or if you're ready to invest select the apply now button.
Invest via IMA
The TAMIM Australia All Cap strategy is available as an Individually Managed Account (IMA). Please see the Strategy Summary for terms or request Investment Documentation via form.