Picking the "COVID Winning" Industries, with Ron Shamgar from TAMIM Asset Management
Update: 2020-09-01
Description
An exclusive one-on-one discussion with Head of Australian Equity Strategies at TAMIM Asset Management, Ron Shamgar. In the session, Ron shared his insights on the emerging markets trends, the key “COVID winning” industries he's keeping an eye on, and the important lessons he can share.
Ron has a passion for value investing and believes in a systematic approach to researching and evaluating businesses with a strong bias on assessing management teams. He has been investing actively on the ASX for over 17 years. Ron was also the founder of TBF Investment Management (The Boat Fund) and was Portfolio Manager of the TBF Small Cap Value Growth Fund from 2013 to 2018.
This session was recorded on 28th August 2020 at 12pm AEST. The market may have changed if you’re listening to this at a later date.
Any advice contained within this presentation is general advice and does not consider your objectives, financial situation or needs, and you should consider whether it’s appropriate for you. The information we are giving you is for educational purposes only.
**Past returns do not reflect future returns.
Ron has a passion for value investing and believes in a systematic approach to researching and evaluating businesses with a strong bias on assessing management teams. He has been investing actively on the ASX for over 17 years. Ron was also the founder of TBF Investment Management (The Boat Fund) and was Portfolio Manager of the TBF Small Cap Value Growth Fund from 2013 to 2018.
This session was recorded on 28th August 2020 at 12pm AEST. The market may have changed if you’re listening to this at a later date.
Any advice contained within this presentation is general advice and does not consider your objectives, financial situation or needs, and you should consider whether it’s appropriate for you. The information we are giving you is for educational purposes only.
**Past returns do not reflect future returns.
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