Investment Management - , ,
TCM manages the Flagship fund which comprises a portfolio of Australian and Global companies primarily in the technology industry. The fund aims to maintain its positions in these businesses with high conviction over the long term which we define as 20+ years.The Flagship fund seeks to invest in businesses that we strongly believe are built to succeed in a continuously evolving business environment. The businesses held in the fund are selected based on their potential to deliver substantial returns in addition to satisfying our 4 key investment tenants which are:(1) Being an industry market leader, disruptor, or first mover.(2) A resilient and future-proof business model.(3) A highly scalable business model with attractive unit economics.(4) Management with a high level of competency in capital allocation.