TDM: Where to from here?

Last year we shared a memo from Core Fund Manager TDM Growth Partners on how they were thinking about market valuations. In light of recent market movements, the team have written a follow-up memo, which Andy Simon breaks down with our friends at Equity Mates. Andy shared TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”. You can listen to the episode below, and read the memo here.

 

 

Disclaimer: This material has been prepared by TDM Growth Partners and Equity Mates Media, published on 2 March 2022. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.