HF Best Ideas
AnalysesQuarterly LettersWarren AI
All funds

TAMIM

Mar 2025 → May 2026 · Publishes monthly · 7 funds

Our archive holds 17 letters from TAMIM, behind 41 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.

TAMIM’s own letters page
17
Letters
10
Companies
5
Moves
41
Theses

What they bought and sold · 5 moves

  • TrimmedQualcomm
    May 2026
    “We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.”
    Read the letter
  • TrimmedHirose Electric
    May 2026
    “We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.”
    Read the letter
  • TrimmedAkamai Technologies
    May 2026
    “We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.”
    Read the letter
  • TrimmedTeradyne
    May 2026
    “We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.”
    Read the letter
  • TrimmedArrow Electronics
    May 2026
    “We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.”
    Read the letter

Companies held · 10

Every company TAMIM has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 41

  • Aena S.M.E., S.A.
    May 2026

    Aena is a near-monopoly airport operator with pricing power, tourism tailwinds, strong margins, and conservative leverage.

    Read the full thesis
  • Encompass Health Corporation
    May 2026

    Encompass Health is the leading US inpatient rehabilitation provider, supported by demographics, scarce capacity, strong margins, and a reasonable valuation.

    Read the full thesis
  • SATS Limited
    May 2026

    SATS Limited is a global aviation services and food solutions compounder with Changi-driven structural advantages, improving financials, and attractive valuation.

    Read the full thesis
  • AECOM
    September 2025

    AECOM is a leading infrastructure consulting firm poised for growth with strong revenue, expanding margins, and a robust balance sheet, benefiting from increased global infrastructure spending.

    Read the full thesis
  • ClearView Wealth
    September 2025

    ClearView Wealth is a digitally transformed life insurer at an inflection point, poised for significant growth and capital returns with a strong earnings outlook and buyback support.

    Read the full thesis
  • Evonik
    September 2025

    Evonik is a global leader in specialty chemicals with strong growth prospects in amino acids, resilient profitability, and a solid dividend yield above 7%, despite facing short-term challenges from a weaker European economy.

    Read the full thesis
  • Ibiden
    September 2025

    Ibiden is a vital supplier in the semiconductor value chain, known for its high-performance printed circuit boards and integrated circuit substrates, driving innovation in computing and diversified industrial applications.

    Read the full thesis
  • Kurita Water Industries
    September 2025

    Kurita Water Industries is a leading specialist in industrial water treatment, essential for the semiconductor, pharmaceutical, and data centre industries, leveraging decades of expertise and advanced technologies to address water scarcity and environmental regulations while ensuring sustainable manufacturing processes.

    Read the full thesis
  • Logitech
    September 2025

    Logitech is a leading provider of PC peripherals and digital interaction tools, benefiting from AI and gaming trends, with stable revenues, strong free cash flow, and a resilient valuation reflecting growth potential in hybrid work and gaming markets.

    Read the full thesis
  • Singapore Exchange
    September 2025

    Singapore Exchange (SGX) is a resilient market infrastructure play in Asia, demonstrating strong revenue growth, expanding margins, and consistent earnings-per-share growth, making it a core holding for exposure to the region's financial market development.

    Read the full thesis
  • Sumitomo Electric
    September 2025

    Sumitomo Electric is a leading Japanese industrial and technology conglomerate that plays a crucial role in the global transition towards electrification, advanced connectivity, and high-performance infrastructure across multiple sectors.

    Read the full thesis
  • Toyoda Gosei
    September 2025

    Toyoda Gosei is a well-positioned Tier 1 automotive supplier benefiting from Japan’s industrial renewal and the global shift in automotive supply chains, with a stable revenue, improving profitability, and attractive valuation amid growing demand for hybrid and electric vehicles.

    Read the full thesis

Letter archive · 17

2026

2025

Funds · 7

  • Tamim Fund Global High Conviction4
  • TAMIM Global Equities High Conviction3
  • Tamim Global High Conviction3
  • Tamim Australia All Cap2
  • TAMIM Fund Australia All Cap2
  • Tamim Global Tech and Innovation2
  • TAMIM Fund: Global High Conviction Unit Class1

Get TAMIM’s next letter the day it lands

We track TAMIM alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.

View plans→
Share this fund