| Fund Description |
| The Generation Global Value Private Trust invests primarily in securities of large capitalization companies, typically with market caps over $5 billion at the time of purchase, but may invest in those with $2 to $5 billion market caps. TAMI employs a proprietary and systematic process to uncover large cap global equities which our analysis indicates are undervalued. We prefer companies with strong competitive advantages led by management teams incentivized to maximize return on capital. Our fundamental analysis provides conviction to hold 30-40 holdings that meet our criteria. Innovative trading models are used in an attempt to optimize the timing of our purchases and sales.
In addition to rigorous stock screening and research, we utilize a parallel process to monitor economic and market risk. |
| Portfolio Management Team | ||
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| Randall Abramson, CFA Portfolio Manager Randall is a founder of TAMI. Named as one of Canada’s “stock market superstars”1, Randall has over 25 years experience managing wealth for high net worth individuals and institutions. HI1Stock Market Superstars: Secrets of Canada’s Top Stock Pickers. Bob Thompson. Insomniac Press, 2008. |
Ronald Steinhoff, CFA Portfolio Manager Ronald joined TAMI in 2009 as a Research Analyst and subsequently as a Portfolio Manager, after spending 4 years with ABC Funds, a Toronto-based value-oriented investment manager. |
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The Generation Global Value Private Trust invests primarily in securities of large capitalization companies, typically with market caps over $5 billion at the time of purchase, but may invest in those with $2 to $5 billion market caps. TAMI employs a proprietary and systematic process to uncover large cap global equities which our analysis indicates are undervalued. We prefer companies with strong competitive advantages led by management teams incentivized to maximize return on capital. Our fundamental analysis provides conviction to hold 30-40 holdings that meet our criteria. Innovative trading models are used in an attempt to optimize the timing of our purchases and sales.In addition to rigorous stock screening and research, we utilize a parallel process to monitor economic and market risk.
HIDDEN
Portfolio Management Team
Randall Abramson, CFA
Portfolio Manager
Randall is a founder of TAMI. Named as one of Canada’s “stock market superstars”1, Randall has over 25 years experience managing wealth for high net worth individuals and institutions.
Ronald Steinhoff, CFA
Portfolio Manager
Ronald joined TAMI in 2009 as a Research Analyst and subsequently as a Portfolio Manager, after spending 4 years with ABC Funds, a Toronto-based value-oriented investment manager.
1Stock Market Superstars: Secrets of Canada’s Top Stock Pickers. Bob Thompson. Insomniac Press, 2008.