TDM Growth Partners

Overview

TDM Growth Partners is a global investment firm with offices in Sydney and New York, specializing in high-growth companies led by passionate management teams. Their flexible mandate allows them to invest in both public and private companies worldwide, operating on long-term time horizons with fully aligned incentives. They maintain a concentrated portfolio of no more than 15 investments globally, with the capacity to deploy capital up to $200 million per investment. Their investment strategy, termed 'Ownership Investing,' emphasizes active involvement in a select group of companies over extended periods. This approach is grounded in the belief that people and culture are the most significant sources of structural competitive advantage. TDM's team works closely with portfolio companies, often at the board level, to provide guidance on governance, capital transactions, and executive roles, ensuring alignment with long-term value creation. Since its inception in 2005, TDM Growth Partners has achieved a compounded annual return of 25%, equating to an 89x return on initial client investments. Their portfolio includes notable companies such as Mineral Resources, RiskMetrics, Baby Bunting, Medidata, Tyro Payments, Mindbody, Guzman y Gomez, Rokt, and Pet Circle. This track record underscores their commitment to partnering with exceptional growth businesses for the long term, fostering enduring value creation.