Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| 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 |
View |
| 2026 Q1 | May 5, 2026 | TAMIM Fund Australia Small Cap Income | - | - | HUM.AX, MVF.AX | Australia, Geopolitical, oil, small caps, value, volatility | HUM.AX MVF.AX |
View | |
| 2025 Q4 | Jan 28, 2026 | TAMIM Fund Australia Small Cap Income | 0.0% | 23.0% | CAF.AX, CCG.AX, CCL.AX, EDU.AX, HUM.AX, PGC.AX, SYL.AX | Australia, earnings, interest rates, M&A, small caps, technology | Manager believes small and mid caps will continue to outperform as earnings growth outlook is strongest within this part of the market. The fund focuses on finding companies that can continue growing and outperform market consensus. Australian rate rise expectations flipped from expected rate cuts to almost two rate hikes priced in, significantly impacting technology business valuations which are highly sensitive to interest rate movements. | SYL AU PGC AU HUM AU EDU AU CCL AU CCG AU CAF AU |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | Fund Letters | TAMIM Fund Australia Small Cap Income | Humm Group | Credit Services | Consumer Finance | Bull | Australian Securities Exchange | activist campaign, Australia, BNPL, consumer finance, Corporate Governance, Event-driven, M&A, takeover target | View Pitch |
| Apr 13, 2026 | Fund Letters | TAMIM Fund Australia Small Cap Income | Humm Group Limited | Financials | Consumer Finance | Bull | ASX | Australia, buy now pay later, consumer finance, Controlling Shareholder, financial services, Scheme Implementation, Takeover Arbitrage | 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. | ||||||||