TDM Growth Partners, every mention

Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15) Oct 14, 2021 · 32 mentions

• ▶ 4:44 Ted Seides Upon the sale of the business, Ethan invested in just one money manager, TDM, a shareholder of Risk Metrics at the time. 5 times in the scene
• ▶ 11:20 Hamish Corlett Throughout the 16 or 17 year journey of TDM, we've never owned more than 15 businesses at any one point in time. 2 times in the scene
• ▶ 14:27 Hamish Corlett And when we had next to no money in the early years of TDM, we wouldn't accept money from people if we thought they would be flighty. 3 times in the scene
• ▶ 17:45 Hamish Corlett Where TDM started from, if we think about the first decision-making unit, was just two of us making the best investment decisions we could, and we had to be on the same page, and that has expanded now to an investment team of 10 people. 2 times in the scene
• ▶ 23:13 Hamish Corlett And so this term, wear the yellow hat, is a really valuable term that gets used every day at TDM. 2 times in the scene
• ▶ 25:51 Hamish Corlett That's one area that has evolved quite significantly and to provide what I think is an amusing contrast to where we started in the early days of TDM, we had two parts of the portfolio.
• ▶ 35:09 Ethan Berman How is it different today than it was when TDM first started? 6 times in the scene
• ▶ 37:36 Hamish Corlett Where do I want to be in 10 or 20 years from now is we've got a really clear vision for what we think we can do using TDM as a vehicle. 2 times in the scene
• ▶ 40:45 Ethan Berman How do you keep TDM uncomfortable? 4 times in the scene
• ▶ 44:30 Hamish Corlett 10 or 12 years into TDM, Mike, to make your biggest mistake that far into your investing career was very humbling, and that's one of the wonderful things about what we do. 4 times in the scene
• ▶ 47:54 Ethan Berman I look forward to the next 10 years of TDM, and that, as I said, how you and TDM will change the world.