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TAMIM

Mar 2025 → Sep 2026 · Publishes monthly · 7 funds

Our archive holds 20 letters from TAMIM, behind 50 investment theses and positions in 59 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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20
Letters
59
Companies
16
Moves
50
Theses

7 strategies

TAMIM publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 16 moves

  • AddedMarubeni
    September 2026
    “Murata and Marubeni both entered the top twenty-five during the month, joining Orix, Misumi, NGK, Sompo and T&D.”
    Read the letter
  • AddedMurata
    September 2026
    “Murata and Marubeni both entered the top twenty-five during the month, joining Orix, Misumi, NGK, Sompo and T&D.”
    Read the letter
  • AddedMurata
    August 2026
    “We trimmed NYK in Japan after a rise of 15% in the month and reinvested into Murata a key supplier of Multi Layered Ceramic Capacitors.”
    Read the letter
  • New positionENAV
    August 2026
    “We sold in Spain and re-invested into ENAV in Italy, an airport operator.”
    Read the letter
  • TrimmedNYK
    August 2026
    “We trimmed NYK in Japan after a rise of 15% in the month and reinvested into Murata a key supplier of Multi Layered Ceramic Capacitors.”
    Read the letter
  • ExitedDick's Sporting Goods
    August 2026
    “We exited the last of our position in January 2026 hating the deal.”
    Read the letter
  • 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
  • TrimmedIbiden Co., Ltd.
    October 2025
    “We trimmed Ibiden.”
    Read the letter
  • New positionJohns Lyng Group
    June 2025
    “we took the opportunity to meet the company and initiated a position at $2.20.”
    Read the letter
  • AddedViavi Solutions Inc.
    March 2025
    “Viavi is a new position to the portfolio this year which we have scaled up during the recent overall market weakness.”
    Read the letter
  • AddediShares Bitcoin Trust
    March 2025
    “we recently added it back as a position in April.”
    Read the letter
  • New positionExpand Energy Corporation
    March 2025
    “EXE is a relatively new addition to the portfolio (late Q1/early Q2) and is one of the key companies enabling the US to lead in the AI Revolution.”
    Read the letter

Companies held · 59

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

Theses · 50

  • Valero Energy Corporation
    September 2026

    Valero Energy Corporation is a complex refiner with advantaged heavy crude processing, integrated logistics and renewables exposure that may support structurally higher margins.

    Read the full thesis
  • Evonik Industries AG
    September 2026

    Evonik Industries AG is a global specialty chemicals leader with pricing power in niche additives and attractive value and restructuring optionality.

    Read the full thesis
  • Medtronic plc
    September 2026

    Medtronic plc is a defensive medical device compounder benefiting from aging-related demand, fast growth in electrophysiology, robotics optionality and portfolio simplification.

    Read the full thesis
  • Gaztransport et Technigaz
    August 2026

    Gaztransport et Technigaz is an asset-light LNG technology licensor with near-monopoly economics, strong margins, and multi-year growth from global gas infrastructure buildout.

    Read the full thesis
  • NGK Insulators
    August 2026

    NGK Insulators is a mission-critical ceramics company exposed to grid rebuild, semiconductor capacity, and energy storage trends, with strong compounding characteristics and rising dividends.

    Read the full thesis
  • BHP Group
    August 2026

    BHP Group is a low-cost diversified miner with a core copper-and-iron ore cash engine, leveraged to electrification demand and held as a conviction position with dependable dividends.

    Read the full thesis
  • Murata Manufacturing
    July 2026

    Murata Manufacturing is a global leader in electronic components with structural AI and electrification tailwinds, strong margins, net cash and pricing power.

    Read the full thesis
  • ENAV
    July 2026

    ENAV is a regulated Italian air traffic control monopoly offering defensive cash flows and a covered 5.8% dividend yield.

    Read the full thesis
  • Danaher Corporation
    July 2026

    Danaher is a high-quality life sciences and diagnostics compounder with reaccelerating growth, strong margins and disciplined ownership.

    Read the full thesis
  • 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

Showing the 48 most recent of 50 theses. Browse them by company to see the rest.

Letter archive · 20

2026

2025

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