Corlett: TDM holds an average 20% of its portfolio in cash
Hamish Corlett · Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15) · Oct 14, 2021 · at 31:36
Hamish Corlett, co-founder of TDM Growth Partners, explains the firm's portfolio construction and cash allocation dynamics to Ethan Berman.
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“And on average, we've held about 20% of the portfolio in cash.”
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