Blogs &News Updates

A compelling, passionate, frank and straight talking Q&A session with TAM Asset Managements CEO Lester Petch and CIO James Penny.

“Risk Washing” is the process of disguising or ‘mislabelling’ the true underlying risks underpinning an investment portfolio.

Without understanding these fundamentals, investors can be exposed to risks that they may not have signed up for.

Are you fully cognisant of the risks your investment portfolio is taking?

In this article James Penney Chief Investment Officer at TAM Asset Management provides investors for a feel of what active fund management really looks like by taking a look at one of the many brilliant companies TAM clients are invested in.

TAM CIO James Penny and CEO Lester Petch look back at the year that was 2020 and discuss the winners and losers during the pandemic year.

The two also discuss the potential opportunities that lie ahead in 2021 and beyond from an investment standpoint.

Looking back on this year, professionally and personally, I think few would say it’s been a forgettable one. The herculean strength in the stock market couldn’t stand in greater contrast to the very real pain being seen in households.

In one part, myself and TAM are elated to have been able, for almost all clients, to make back 100% of the losses sustained after that record breaking sell off in Q1. But also, in the last couple of months, see clients posting gains for the year.

Assets under management in funds that abide by environmental, social and governance (ESG) principles have surpassed $1 trillion for the first time on record, according to data compiled by Morningstar.