The SOHN Hearts and Minds Conference has raised over $20 million for medical research since 2016, and TDM were again proud to be invited to pitch our best investment idea at this year’s event virtual conference.

Below is the video of Hamish’s full virtual presentation, where he pitches our 10 minute investment thesis in Slack Technologies (WORK:NYSE) with energy and intelligence.

The SOHN  listed investment company (ASX:HM1), provides retail investors access to a concentrated portfolio of the high conviction investment ideas to emanate from the Australian funds management community. All stocks that are pitched at  the conference are allocated to become 35% of HM1’s portfolio (until the next conference), while the other 65% of the HM1 portfolio is managed at the recommendation of the fund’s Core Managers.

TDM Growth Partners was recently announced as a new Core Fund Manager of HM1. We are thrilled to be able to donate our management fee back to medical research via the TDM Foundation each year.

This year’s conference featured key notes from Bill Ackman and also enigmatic Scott Galloway, who TDM’s Ed Cowan provided the Q and A for. Next year’s conference is already set for Hobart, Tasmania, with tickets already on sale for the 19th of November, 2021