TAMIM
Tamim Australia All Cap
Mar 2025 → Sep 2025
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of TAMIM for every strategy.
Its investment theses
- ClearView WealthSep 2025ClearView 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.
- AI-Media TechnologiesMar 2025AI Media is transforming from a traditional live captioning business to a scalable, SaaS-first AI media solutions provider, with significant growth potential driven by its new AI-driven product suite.
- Pureprofile LimitedMar 2025Pureprofile Limited is a rapidly growing ASX-listed company specializing in AI-powered insights and data solutions, targeting expansive markets in the UK and U.S. while innovating with avatar-based video surveys and synthetic data products.
- Straker LimitedMar 2025Straker Limited is a New Zealand-based company transitioning from traditional services to AI-driven translation tools, leveraging its extensive datasets and a crowd-sourced freelancer network, with significant growth potential through initiatives like Swift Bridge AI in Japan and a focus on partnership development.