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
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