Corlett: Private companies make up over 50% of TDM's current portfolio
Hamish Corlett · Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15) · Oct 14, 2021 · at 13:21
Hamish Corlett explains TDM Growth Partners' shift toward private equity to avoid premature public market takeouts.
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“Where the portfolio is skewed to at the moment is very much private companies where we can genuinely own those businesses for at least 10 years. We've got one or two board seats. We're really involved in supporting those companies, trying to add value and help grow those to be the great businesses that we think they can become. And an IPO and a public listening is probably part of that journey for most of those businesses over time. But that is probably, that's more than 50% of the portfolio at the moment”
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