Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investor Relationships
This chapter recounts a pivotal interaction with an investor during an IPO roadshow, showcasing the thorough research practices of TDM Growth Partners. It emphasizes the long-term investment philosophy of the firm, highlighting the importance of relationships and disciplined approaches to capital deployment. The discussion also touches on decision-making processes and the evolution of portfolio management strategies in response to market challenges.
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