Evolving Investment Strategies
Hamish discusses the evolution of their investment strategy, highlighting a shift from a simplistic portfolio structure to a more nuanced approach with four distinct categories. He reflects on the lessons learned during the 2008 financial crisis, emphasizing the importance of quality over price in long-term investments. The conversation reveals how the firm now identifies and nurtures early-stage businesses while fostering strong relationships with management teams for sustainable growth.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
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