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TAMIM

TAMIM Fund Australia All Cap

Jun 2025 → Jun 2025

Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 7 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.

What it bought and sold

  • New positionJohns Lyng GroupJun 2025
    we took the opportunity to meet the company and initiated a position at $2.20.

Also held

  • Austco Healthcare Limited
  • Enero Group Limited
  • Credit Clear Limited
  • Alcidion Group

Its investment theses

  • BioxyneJun 2025Bioxyne is a rapidly emerging leader in the medical cannabis manufacturing sector, leveraging its regulatory expertise and advanced production capabilities to target significant international growth and project revenues nearing $100 million within the next few years.
  • EDU HoldingsJun 2025EDU Holdings is a growing tertiary education group focusing on international and domestic students, with significant potential for profit and stock value increase.

Every letter

2025

  • June 2025
  • June 2025

Other TAMIM strategies

  • Tamim Fund Global High Conviction7
  • TAMIM Global Equities High Conviction3
  • Tamim Global High Conviction3
  • Tamim Australia All Cap2
  • Tamim Global Tech and Innovation2
  • TAMIM Fund: Global High Conviction Unit Class1
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