TDM Growth Partners
Long-term global growth investor (public & private)
TDM Growth Partners Pty Limited is a global investment firm with a flexible mandate that allows investment in public and private growth companies from a single pool of capital. TDM has a highly focused approach to investing, with a portfolio of no more than 15 investments, operating over very long-term time horizons, fully aligned incentives, and a commitment to help scale businesses as true partners.
https://tdmgrowthpartners.com/
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Charlie Munger to headline Sohn Hearts & Minds 2021
Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.
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Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.
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Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.
Australian breakthrough to stop heart arteries from clogging
Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.
Invest like the Best Podcast: Howard Marks
Previous Conference speaker, Howard Marks of Oaktree Capital joined the Invest like the Best podcast where Howard shared his most evergreen idea, reflections on value investing, experience versus theory and much more.
Beneficiary Profile: Victor Chang
Cardiovascular disease is the number one cause of death globally and costs the Australian economy $12 billion each year. Every 12 minutes, one Australian dies from the disease. This is why the Victor Chang Cardiac Research Institute is dedicated to finding cures through their world class research.
Silent wave' of brain damage could follow pandemic
Australia urgently needs to prepare for a "silent wave" of COVID-19, which appears to be taking the form of long-term neurological side effects following infection with the virus.
The man in the Hearts & Minds investment engine room
Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.
Beneficiary Profile: Black Dog Institute
1 in 5 of us will experience symptoms of mental illness in any given year. In Australia that’s around 5 million people. And roughly 60% of these people won’t seek help. Learn what Black Dog is doing to create a mentally healthier world for everyone.
Beneficiary Profile: RPA Green Light
Emergency departments are the frontline of health care, with one in seven Australians seeking help from a hospital emergency department every year. Our medical staff depend on research findings to help inform their responses to urgent patient needs.
Hearts and Minds but no ratings
HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.
Beneficiary Profile: The Florey
Every year, 4.7 million Australians are diagnosed with one of the conditions that the Florey study. That's why they believe everyone has a stake in medical research.
Beneficiary Profile: Orygen
1 in 5 young people will have experienced a depressive episode by the time they are 18. With thanks to Cooper Investors and Hearts & Minds, we have been able to put youth mental health on the global agenda and progress our work in developing a global mental health framework.
Tesla's new batteries set to make EVs as cheap as petrol cars
Tesla to introduce a new low-cost, long-life battery in its Model 3 sedan that it expects will bring the cost of electric vehicles in line with petrol models, and allow EV batteries to have second and third lives in the electric power grid.
Impact Video Series: Sydney Children's Hospital Foundation
We interviewed leading individuals from our beneficiaries to discuss the importance of medical research, their recent breakthroughs and the vital need for private funding.
Winning Hearts and Minds
Mark Nelson of Caledonia discusses his connection with the Florey Institute, one of our beneficiaries, and why he's involved with Hearts and Minds.
Hearts and Minds LIC starts trading on ASX after strong support
Media Release: HM1 starts trading on the ASX after closing its $500 million IPO early and bringing forward the company's listing date.
Hearts and Minds: Aiming to make a positive impact
Millennials are leading a global investment revolution, driving a change in how the super-rich invest their money. Ethical and sustainable investing is booming and poised to accelerate.
Charitable LIC reaches offer target early – Close of General Offer
HM1, a new listed investment company with performance and charitable goals, has closed its general offer early following strong market support.
New charity investment vehicle
The backers of a new ASX-listed fund with a charity twist have a happy headache to overcome after the $500 million offering was over-subscribed in three days and well ahead of its close later this week.
Stock picker feeling the pressure of the single shot selection
Geoff Wilson is feeling the pressure. Wilson is at the final stages of picking a stock - a single stock - that will be one of his key contributions to a novel half billion dollar investment vehicle with a charity twist.
Win-Win for investors and charities as top funds join forces for good
Australia’s top fund managers have joined forces in the name of medical research and today announce the opening of the IPO for Hearts and Minds Investments Limited.
Rich listers back stockpicking stars in $500m Hearts & Minds float
Magellan's Hamish Douglass will spearhead five of the country's best fund managers picking their top 15 stocks for a new $500 million listed investment company.
