Capital Allocators – Inside the Institutional Investment Industry Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
Oct 14, 2021
In this engaging conversation, Ethan Berman, the founder and former CEO of RiskMetrics Group, chats with Hamish Corlett, co-founder of TDM Growth Partners. They dive into TDM's unique investment strategies and the importance of solid investor relationships. Hamish shares insights on maintaining core values while scaling, the significance of embracing discomfort for personal and team growth, and how strong partnerships enhance business success. The duo emphasizes a disciplined approach to investing amidst market challenges, making this a must-listen for aspiring investors.
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The 4 AM Call
- During an IPO roadshow, Ethan Berman received a call from Hamish Corlett at 4 AM Australian time.
- Corlett's dedication impressed Berman, as he prioritized learning about RiskMetrics despite the inconvenient time.
Deep Research
- TDM's research process involved consistent follow-up and in-depth analysis of RiskMetrics' clients and non-clients.
- They even conducted their own surveys, providing valuable insights to Berman.
Why Sell?
- When RiskMetrics was sold, Corlett questioned Berman's decision despite a substantial return.
- TDM's long-term focus prioritized continued growth over short-term gains.