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TAMIM

Mar 2025 → Jul 2026 · Publishes monthly · 7 funds

Our archive holds 18 letters from TAMIM, behind 44 investment theses and positions in 23 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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TAMIM’s own letters page
18
Letters
23
Companies
5
Moves
44
Theses

7 strategies

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

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 · 23

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

Theses · 44

  • 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
  • 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

Letter archive · 18

2026

2025

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