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.
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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.
Spotify Exit
- TDM exited its Spotify position because its investment thesis, focused on advertising growth, didn't materialize as expected.
- This highlights their disciplined approach, even when the share price performs well.
Mineral Resources Success
- TDM's investment in Mineral Resources, a mining services company, has been a long-term success story, growing from a $100M to a $14B market cap.
- This demonstrates their commitment to backing strong founders and long-term execution.
