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TDM Quarterly
We are excited to give you a peek under the hood, so to speak. We will be sharing our insights into the market, podcasts and publications to pay attention to, as well accomplishments of the companies we’re investing in
The SOHN Hearts and Minds Conference has raised almost $20 million for medical research since 2016, and TDM's Hamish Corlett was a proud speaker at this year's event held at the Opera House (click here to watch the Hearts and Minds impact video).
SOHN also has a listed investment company (HM1: ASX), giving retail investors access to some of the best high conviction investment ideas to emanate from the Australian funds management community.
All stocks that are pitched at the conference are allocated to become 35% of HM1's portfolio (until the next conference), while the other 65% of the HM1 portfolio is managed at the recommendation of the fund's Core Managers.
TDM Growth Partners was recently announced as a new Core Fund Manager of HM1. We are thrilled to be able to donate our management fee back to medical research.
Below is the full video of Hamish's SOHN presentation, where he outlined TDM's investment thesis in Spotify (SPOT:NYSE).
Special SOHN Blog
In preparation for the SOHN conference, we prepared two pitches just in case someone else was thinking what we were thinking. Lucky we did... as the amazing Emma Fisher from Airlie Funds Management was on our page and did a great job in pitching our alternate choice
What was our 'other' pitch...?
...a company that we think is one of the most unknown, underappreciated, Australian innovation and commercial success stories.
Our investment thesis will change the way you think about this particular company.
Portfolio newsTyro Payments (TYR:ASX) lists on the ASX It was with great pride that we watched Robbie Cooke and his team 'ring the bell' at the ASX last Friday, in
what was the largest ASX listing of the year and the third largest technology listing in the history of the ASX. |
Portfolio newsTDM invests $70 million in ROKT Rokt is a global leading marketing technology platform, making e-commerce smarter, faster and better for brands and consumers. We look forward to working closely with Bruce Buchanan and his team for many years to come. |
"Scaling Up” is TDM's new podcast series that tells the stories of great Australian growth businesses, as told by their founders and CEOs. With the aim of inspiring the next generation of local entrepreneurs, this podcast series gives incredible insight into what it takes to scale a business from very small to hundreds of millions of dollars in revenue. Check out some of the episodes from the first series below.
Review and win!
If you enjoy the podcast, please leave a review on Apple podcasts, as this will help others discover it.
Screenshot your review and send it to us at hello@tdmgrowth.com.
The first 20 responses will all receive a $20 GYG voucher - who doesn't love a free burrito?!
"Investing in and helping build businesses we are proud of"
