There were 2 key factors that sparked our journey into wealth creation
Firstly, we saw the upside of staying invested. Understanding that those who remained diligent, disciplined and discerning found themselves rewarded in a multiplier far greater than what savings accounts or Treasury bills could offer, we sought to forge our path early on in our careers.
Second, we relished the strong sense of empowerment it provided. We saw how money moved the world and the opportunity to advance our beliefs in what truly mattered. We gained a sense of fulfilment in making deliberated investments in responsible businesses, implementing this as a guiding principle to responsibly steward money to those that created tangible value, improved lives and empowered others.
We understood the need for community participation and dialogue in making the world a better place. We hence chose to democratise our insights through Palm Perspectives, our flagship institute for deeper thinking. In addition, we plan on sharing our journey in The Palm Portfolio.
A piece of Mungerism (rest in peace) that greatly resonated with us was mental models. Mental models made sense of complexities, phenomenons and behaviours. The markets and wealth management are no exception.
Here are the 3 mental nodes that govern our decision making
#1 Acquiring Promising Businesses
“Know what you own, and why you own it”
#2 Unlocking Compounding Opportunities
“Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it”
#3 Understanding Risk
“Risk comes from not knowing what you are doing”
We champion for the artful stewardship of capital, a practice paramount to success. We adopt a discerning approach to portfolio creation, staying granular for promising tales of growth and empirical value. Above all, we ensure a strong understanding of business and industry operations. This serves as our pledge to uphold our branding of excellence.
We look for strategic investment opportunities while taking an active portfolio management approach. With a patient outlook, we are confident of strong alpha generation and expect all investments to be projects that we grow alongside with for the years to come.
Investing comes with risk. We make full commitment to understanding portfolio goals and risk appetites to provide attractive risk-adjusted returns. On a strategic and tactical horizon, we stay peeled for the winds of change to position our portfolio to be well protected in an era of unprecedented uncertainty.
These mental nodes provide clear decision making frameworks for us to stay rational. We strongly believe the Palm Portfolio will fulfil the very 2 reasons that got us started in our journey: attractive real returns and the empowerment of stewardship.
Join us on a journey focusing on strategic wealth creation and growth opportunities. Through responsible investment, we will make this expedition meaningful and impactful
Palm Holdings 