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What do we have to believe from here?

What do we have to believe from here?

A bottom-up approach to a top-down problem of market valuations
Go to the profile of TDM Growth Partners
TDM Growth Partners
Network Effects — TDM style

Network Effects — TDM style

As long term investors, with no constraint of having a fund life, we view ourselves as business owners and partners, regardless if we own…
Go to the profile of TDM Growth Partners
TDM Growth Partners
What makes great Investor Relations?

What makes great Investor Relations?

At TDM we often reflect that the difference between a good and poor investor relations effort can mean the difference between a company…
Go to the profile of TDM Growth Partners
TDM Growth Partners
What Makes A Great Non-Executive Director?

What Makes A Great Non-Executive Director?

One of the greatest lessons we have learned over our investing careers is the power of high functioning and aligned board, and the…
Go to the profile of TDM Growth Partners
TDM Growth Partners
Other recent posts
Why TDM is ‘performance only’ when it comes to fees

Why TDM is ‘performance only’ when it comes to fees

The TDM Directors recently wrote to clients in a memo in regards to our fee structure, which since inception has been “performance only”…
Go to the profile of TDM Growth Partners
TDM Growth Partners
What makes a great CFO?

What makes a great CFO?

One of the biggest impacts we can have on our portfolio companies is helping them recruit great executives. We have seen time and time…
Go to the profile of Hamish Corlett
Hamish Corlett
The Third Space of Business and Sport

The Third Space of Business and Sport

I have now been fully entrenched in the world of investing and business for over 2 years. I still feel like I am in transition from…
Go to the profile of Ed Cowan
Ed Cowan
Nine ways to diagnose a company’s ‘People & Culture’

Nine ways to diagnose a company’s ‘People & Culture’

Tom, Ben and I have been investing together for almost two decades, and long before that investing was at front and centre of most of our…
Go to the profile of Hamish Corlett
Hamish Corlett
When Charlie Munger meets Mineral Resources

When Charlie Munger meets Mineral Resources

“If the business earns 6% on capital over 40 years and you hold it for that 40 years, you’re not going to make much different than a 6%…
Go to the profile of TDM Growth Partners
TDM Growth Partners
Portfolio construction: the recipe is as important as the ingredients

Portfolio construction: the recipe is as important as the ingredients

I have been lucky to guest lecture at the University of Sydney over the last 12 months, and it has made me realise there are few…
Go to the profile of Julian Reddick
Julian Reddick
What makes a great CEO?

What makes a great CEO?

We have been fortunate over several decades of investing to have met hundreds of CEOs, across a vast range of industries and businesses…
Go to the profile of Hamish Corlett
Hamish Corlett
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