We produce much written material for our partners at Tamim, where we also provide updates and views to market and related political developments. You can follow these below or on our LinkedIn page. Alternatively feel free to directly contact us.

Announcements

US Equity specialist joins API team

“We are delighted to announce the addition of Jim Curtis to the API team. Jim brings over 20 years’ experience in North American equity in...
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API Capital Joins Tamim Platform

API Capital is pleased to announce it will join the Tamim platform and provide a High Conviction global equity portfolio as part of Tamim’s broader ...
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Market Views

  • June 15, 2018

What do we mean by a Technology Stock?

By Robert Swift Last time we wrote about the ‘hidden’ technology in such seemingly mundane areas as car seats. We argued that paying a lot for ‘...
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  • June 15, 2018

What is the point of being ‘ESG compliant’? Or the ‘Famous 5’ story may run and run?

By Robert Swift This is a brief article and somewhat ‘geeky’.  It is not directly about the Hayne Royal Commission although will cite specific ex...
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  • April 11, 2018

API Active portfolio management – a response to ‘smart’ Beta or Style Investing

By Robert Swift In previous articles we highlighted that active portfolio management benefits from: the ability to rebalance the portfolio as opportun...
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  • March 16, 2018

Macy’s meets Moneyball – why successful investing requires patience

By Robert Swift If you have any interest in investing, then Moneyball is a book worth reading and a film worth watching.  It is the story of a relati...
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  • March 6, 2018

Upsetting the Apple cart – is it still right to hold?

By Karl Hunt We have held Apple for some time believing it to be too lowly rated given its growth and potential.  Apple has always been relatively lo...
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  • February 13, 2018

“Was it worth it?”

By Robert Swift  Forgive us for returning to an old favourite topic. Whether a decade of Zero Interest Rates (ZIRP); massive central bank interventio...
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