In this episode we dive into TDM’s history and investment philosophy, from $1m in FUM to over $2b.

We also cover our view on constructing a portfolio, our holding principles and ever-changing methods.

To add to our priviledge to be featured on Capital Allocators, this special feature also involves one of our longest clients, current TDM Operating Advisor, and friend Ethan Berman (the former founder and CEO of RiskMetrics).