Hearts & Minds Podcast Understanding the 4 pillar framework underpinning a high conviction strategy | TDM Growth Partners
13 snips
Oct 2, 2023 
Ed Cowan, a former Australian cricketer turned funds manager, and Fraser Christie, a tech investing expert at TDM Growth Partners, dive into high conviction strategies. They share insights on two standout stocks, Guzman y Gomez and Rokt, detailing their growth journeys. Ed discusses the importance of building exceptional teams, while Fraser explains how to nurture startups in tech. The conversation also touches on the lucrative intersection of sports and investment, highlighting emerging trends in both fields.
AI Snips
Chapters
Books
Transcript
Episode notes
Team-Based Investing
- TDM Growth Partners operates with a unique "one team" investment approach.
- This involves a single, concentrated portfolio (10-15 companies) managed collaboratively, emphasizing investing as a team sport.
Four Pillars of Investment
- TDM Growth Partners uses a four-pillar framework for evaluating investments: people and culture, growth opportunity, competitive advantage, and valuation.
- They prioritize people and culture, believing that strong teams drive long-term success.
Long-Term Vision in Public Markets
- Focus on communicating a clear long-term growth plan with key milestones to public market investors.
- This helps avoid short-term pressures and encourages alignment with the company's vision.
