Global Equities
Global Mobility
Invest in the EV and Mobility Revolution with TAMIM Global Equities
Discover the TAMIM Global Mobility strategy, designed to capitalise on the ongoing $7 trillion autonomous & electric vehicle revolution. By analysing first, second, and third-order effects, the portfolio invests in companies set to benefit while shorting those likely to suffer.
-10.36% p.a
Annualised Return Since Inception (net of fees)
-29.70%
Total Return Since Inception (net of fees)
$0.7055
NAV Unit Price as at
30th April 2024
Feb 2021
Inception
APIR Code
CTS3757AU
About the Fund
Investment Objective & Strategy
Key Features
RisksInvestments span across Semiconductor chip manufacturers to rare earth miners
Our investment objective is to achieve long-term, risk-adjusted returns. By meticulously analysing first, second, and third-order effects, we invest in companies positioned to benefit from the autonomous transportation revolution. From semiconductor chip manufacturers to telecommunications service providers and rare earth miners, our investments span diverse segments.
Navigating Change with Short Positions
Simultaneously, we take short positions against businesses likely to suffer losses from the same trends. This encompasses car dealerships, insurance companies, roadside motels, and parking lots. Our investment process involves rigorous tracking, identifying opportunities, and timely exits when the risk/reward dynamics change.
Global equity strategy focused on the EV and Global Mobility universe
- A long/short portfolio of shares focused on the winners and losers of the mobility revolution
- Flexible investment mandate across the ‘mobility’ universe
- Selected and managed by Ryan Mahon of Aquavis Advisors using his proven investment process and experience.
- Risk aware and long term approach to investing
All investments carry risk
While we can’t cover every potential risk, comprehensive details are available in the relevant information memorandums and additional information booklets.
The Portfolio Manager: Ryan Mahon
Ryan Mahon is an investor, technologist, and outdoor enthusiast. Ryan founded Aquavis Advisors – an investment advisory firm that acts as the sub-manager for the Tamim Global Mobility Strategy. Prior to that, Ryan ran the Mobility Strategy at Ibex Investors, and worked as a Sector Head (Internet) and Associate Portfolio Manager at Millennium Management and as an Investment Analyst (Global Technology) at Folger Hill Asset Management.
Fund Performance
Reports & Factsheet
Reports
| Monthly Report | Quarterly Report |
January 2024Factsheet
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 - Long/Short |
| Investments: | Equities (Long/Short) |
| Reference Index: | S&P Kensho Smart Transportation Index |
| Number of Securities: | 45-70 |
| Investable Universe: | MSCI (‘mobility’ universe) |
| Market Capitalisation: | US$ 500m-10bn |
| Cash Level: | 0-100% (typically <10%) |
Fund Profile
| Investment Structure: | Unlisted Unit Trust (available to wholesale investors) |
| Minimum Investment: | $100,000 |
| Management Fee: | 1.50% p.a. |
| Admin & Expense Recovery: | Up to 0.35% |
| Performance Fee: | 20% of performance in excess of hurdle |
| Hurdle: | Greater of: RBA Cash Rate + 2.50% or 4% |
| Entry/Exit Fee: | Nil |
| Buy/Sell Spread: | +0.35% / -0.35% |
| Applications/Redemptions: | Monthly |
| Investment Horizon: | 5+ years |
Investor Profile
The TAMIM Global Mobility portfolio caters to investors who:
1.
Seek diversification away from the Australian economy, targeting the potential of the mobility revolution.
2.
3.
WHY MOBILITY? WHY NOW?
Michael Wayland, “GM’s Cruise values autonomous vehicle industry at $8 trillion” CNBC, 5 February 2020;
Mark Phelan, “Detroit leads, Tesla lags in trillion-dollar race for robot-car business” Detroit Free Press, 13 March 2019
Our latest insights
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Invest via IMA
The TAMIM Global Mobility strategy is also available as an Individually Managed Account (IMA). Please see the Strategy Summary for terms.