Expert Investor: Hamish Corlett & Why He Pitched Slack At Sohn Hearts & Minds

In by EquityMatesLeave a Comment

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. Along with co-founders Tom Cowan and Ben Gisz, Hamish has overseen TDM’s incredible track record, delivering 20%+ returns over the past 15 years.

We were also joined by Rory Lucas who is the Chief Investment Officer for the ASX-listed company Hearts and Minds Investments (ASX: HM1). Hearts and Minds is a unique listed investment company that draws on the investing expertise of the Australian investing community to give back to charitable causes.

Hamish recently pitched at the Sohn Hearts and Minds Conference. It was an amazing pitch, where he put forward Slack as his high conviction stock.

We asked Hamish to join us, to unpack his thesis and the work he is doing at TDM and Hearts and Minds as a core portfolio manager. We also had Rory in to give us a wrap-up of the conference of 2020.

In this episode we discuss:

  • Rory’s thought on the conference for 2020, and the themes that emerged
  • Hamish’s journey in taking TDM from $1 million under management to over $1 billion
  • Why it’s important for Hamish and TDM to participate in the Sohn Hearts and Minds Conference
  • The investment thesis behind Slack
  • Why he was ‘sad’ to hear about the Salesforce announcement
  • What other high conviction stocks are in the portfolio
  • Plus, lots more!

If you want to see Hamish’s pitch, click here.

For more information on Hearts and Minds Investment, click here

*****

Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.

Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.

For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.

*****

Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.

Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.

Leave a Comment