| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 28, 2025 | TAMIM Fund Australia Small Cap Income | - | - | AHC.AX, EGG.AX, HUM.AX, JLG.AX | Australia, healthcare, small caps, takeovers, value | The fund focuses exclusively on Australian small cap equities with 20-40 holdings targeting companies with market caps typically under $100 million. The manager sees significant opportunity in this space with strong performance expectations. | JLG.AX HUM.AX EGG.AX AHC.AX HUM AU EGG AU AHC AU |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | TAMIM Fund Australia Small Cap Income | Enero Group Limited | Communication Services | Advertising | Bull | ASX | Advertising Agency, Asset Divestiture, Australia, capital management, Communications, Marketing Services, net cash, takeover target | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||