TDM Growth Partners | Investment Firm Archives

Averaging 26% a year for 17 years, what next? - Mineral Resources | Summer Series

Mineral Resources Limited (MRL), an Australian company, specialises in diversified mining services and resources, focusing on iron ore, lithium, and energy. As one of Australia's leading iron ore producers and a significant producer of lithium spodumene concentrate, MRL is committed to being a world-class entity in its field.

8 February

TDM Growth Partners | Understanding the 4 pillar framework underpinning a high conviction strategy

In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge.

4 October

Expert: Harrison Moot - Block | Summer Series

Today we’re chatting about Block, and we’re joined by Harrison Moot from TDM Growth Partners.

12 January

Fast growing healthcare companies | Jess Bell-Allen

Are healthcare companies a good investment? Which stocks will be the game-changers in years to come? The healthcare industry is changing rapidly as we transition into a post-covid world and these companies are at the forefront of world-changing technology. It’s an exciting area full of investment opportunities, which is why we have asked Jess Bell-Allen from TDM Growth Partners on today to help us break down the industry and identify the greatest investing opportunities.

14 June

Expert: Andy Simon - Where to from here for growth stocks | TDM Growth Partners

Twelve months ago, TDM published a memo on the macro environment, predicting that the ‘mid-pandemic world of cheap money and crazy valuations’ would end up on the list of macro moments like the tech bubble, global financial crisis and European debt crisis. The memo warned that you can’t just own an amazing business regardless of valuation. Now, twelve months later, TDM have published a follow up memo. And we have one of the memo’s authors, Andy Simon, joining us to discuss it today. Andy Simon is a member of the investment team at TDM Growth Partners. TDM is a private investment firm that was founded in 2004 and has compounded client capital at over 25% per annum for 17 years.

3 March

Expert Investor: Ben Gisz - Building a Portfolio in Today's Market Conditions | TDM Growth Partners

In this episode, Alec and Bryce chat to Ben Gisz, who's the co-founder of TDM Growth Partners. Ben, along with co-founders Hamish Corlette and Tom Cowan, has grown TDM’s assets under management from $1 million to over $1 billion. Ben is also a non-executive director in Pacific Smiles (ASX: PSQ), one of TDM’s portfolio companies.

29 April

Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds | TDM Growth Partners

This episode is a 'must-listen'. Hamish Corlett is a co-founder of TDM Growth Partners and serves on the Board of Directors of ASX-listed SomnoMed and Tyro Payments. He has significant experience in developing fast-growing software and FinTech businesses.

7 December

Bonus Episode: Inside The IPO Process with Tom Cowan | TDM Growth Partners

As a retail investor, we often don't get a lot of insight into what goes on behind closed doors when a company goes from being private to public, and is listed on the stock exchange

29 September

Expert Investor: Ed Cowan Talks Unconstrained Investing | TDM Growth Partners

You may have heard of Ed Cowan due to his success as a professional cricketer. However, what you probably didn't know is that he has a passion for investing and high-performing cultures, and is part of the successful investment team at TDM Growth Partners.

1 June

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