TAMIM
Tamim Global High Conviction
Global Large-cap
Mar 2025 → Dec 2025
Our archive holds 3 letters from this strategy, behind 6 investment theses and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of TAMIM for every strategy.
Its investment theses
- A2A S.p.A.Mar 2025A2A S.p.A. is a leading Italian utility with a diversified portfolio in clean energy, waste management, and water services, benefiting from regulatory shifts and recent acquisitions while maintaining strong financial performance and ESG metrics.
- Arrow ElectronicsMar 2025Arrow Electronics is a resilient global leader in electronic component distribution and design support, strategically positioned to thrive in complex supply chains and generate recurring revenue amid geopolitical and trade challenges.
- Engie SAMar 2025Engie SA is a diversified energy leader well-positioned for stability and growth in the evolving energy landscape, offering strong financials, a solid ESG standing, and strategic investments in renewables and nuclear energy.
- Kajima CorporationMar 2025Kajima Corporation is a uniquely diversified infrastructure and engineering company positioned to capitalize on Japan's infrastructure upgrades and climate resilience projects while offering attractive global exposure and stability in an inflationary environment.
- Quanta Services, Inc.Mar 2025Quanta Services is a crucial player in the energy transition, providing essential infrastructure services for both renewable and traditional energy sources while benefiting from a booming market and strong financial performance.
- Sterling InfrastructureMar 2025Sterling Infrastructure is poised for growth due to the U.S. re-industrialization, strong demand for AI-driven construction, and its strategic presence in key markets.