TAMIM
TAMIM Fund: Global High Conviction Unit Class
Global Large-cap
May 2026 → May 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of TAMIM for every strategy.
Performance
as of May 31, 2026 · net of fees · AUD · Global High Conviction Unit Class
- 1Y+27.8%index +3.8%
- 3Y · /yr+21.7%index +4.1%
- 5Y · /yr+14.4%index +3.0%
- Inception · /yr+14.6%index +2.4%
Index: Cash
| 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|
| TAMIM Fund: Global High Conviction Unit Class | +27.8% | +21.7% | +14.4% | +14.6% |
| Cash | +3.8% | +4.1% | +3.0% | +2.4% |
Disclaimer
These figures are copied from the manager’s latest letter, as of May 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
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.
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.
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.
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.
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.
Also held
Its investment theses
- Aena S.M.E., S.A.May 2026Aena is a near-monopoly airport operator with pricing power, tourism tailwinds, strong margins, and conservative leverage.
- Encompass Health CorporationMay 2026Encompass Health is the leading US inpatient rehabilitation provider, supported by demographics, scarce capacity, strong margins, and a reasonable valuation.
- SATS LimitedMay 2026SATS Limited is a global aviation services and food solutions compounder with Changi-driven structural advantages, improving financials, and attractive valuation.