Fraser Christie

Fraser Christie, an investor at TDM Growth Partners specializing in mining and infrastructure, joins the discussion on Mineral Resources. They explore the company's innovative approach to navigating the cyclical nature of the market. Fraser shares insights into the impressive entrepreneurial journey of the founder, who transformed from a crane operator into a leader of a $12 billion enterprise. The conversation highlights strategic capital allocation, employee-centric initiatives, and the resilience needed to thrive in the commodity sector.

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.