Our Approach

Snowball Asset Management employs a philosophy akin to a snowball rolling over time: focusing on generational wealth preservation and growth through long-term compounding, adept navigation of global megatrends, maintaining a barbell portfolio, standing firm on ethical stewardship, and continuously deciphering economic and market cycles, all contributing to a legacy of enduring, principled, and anti-fragile wealth accumulation.

Our Investment Philosophy

Our investment philosophy consists of six enduring tenets since the company inception and all of our investment activities operate according to the unifying philosophy that follows:

Generational Wealth Preservation

As a family-owned firm, we prioritize not only wealth generation but also wealth preservation across generations. We strive to grow the firm's assets sustainably, ensuring the financial prosperity of current and future generations.

Market Cycles

We harness the power of understanding market cycles and economic rhythms by remaining vigilant to the cycle's position, diligently analyze factors that fuel these cycles, and foresee their implications for future returns. From productivity growth to short-term debt cycles (spanning approximately 5-8 years) and long-term debt cycles (evolving over 50-75 years), we blend these insights into our compounding-focused and long-term view approach

Ethical Stewardship

We uphold strong principles of ethics and corporate governance, ensuring our investments are in companies that share our commitment to ethical practices. As a family-owned business, we understand the importance of leaving a positive legacy.

Barbell Strategy

Balancing high-risk, high-reward investments with stable, low-risk assets to gain anti-fragility.

Long-Term Compounding

We leverage the power of compounding over extended periods to achieve exponential growth, embracing a patient capital approach that aligns well with the long-term vision.

Navigating Megatrends

We maintain a keen understanding of significant global trends, using these insights to guide investment decisions. This foresight allows us to adapt and thrive amidst shifts in technology, demographics, economics, and environmental conditions.

Our Strategy

The philosophy of compounding, patient capital utilization and long-term view, coupled with an astute understanding of global megatrends and civilizations, forms the cornerstone of Snowball Asset Management’s strategy.

Why

We believe that achieving to financial freedom gives us the opportunity to define the issues and to obtain the best solution, and to create a new normal.

Black Swan event

Nomadland

Money has no motherland

Our Principles

Since our founding, Snowball has been guided by a unifying set of business principles.

Endurance in Vision

At Snowball, our commitment to patient capital is rooted in a long-term vision that sees beyond transient market fluctuations, enabling us to cultivate strategies that prioritize sustained growth.

Antifragile Adaptability

We embrace the principle of antifragility, thriving amidst global macroeconomic shifts and trends. This allows us to not only withstand disturbances but also to grow stronger from them, mirroring the resilience and adaptability of a snowball rolling down diverse terrains.

Consistency over Intensity

We view ourselves as the custodians of generational wealth, with a mandate that extends beyond mere asset management. Hence, our mission is to produce consistency, preservation of capital, and superior performance in bad times.

Strategic Agility

While we maintain a long-term perspective, we act swiftly and decisively to capitalize on immediate opportunities or navigate challenges, demonstrating agility in a dynamic market environment. We are patient yet strategic.

People and Talent

The heart of our company - Our People. We prioritize a people-centric approach, fostering a supportive and collaborative environment where individuals can grow, succeed, and be an integral part of our close-knit family.

Black Swan Preparedness

Understanding that highly improbable, unpredictable 'Black Swan' events can significantly impact markets, we incorporate strategies designed to protect and potentially profit from these unexpected occurrences. We prioritize rigorous risk management and stress-testing of our investment strategies to ensure resilience even in the face of the unknown.

Artistry in Execution

We view our work as an art form - every investment decision, every strategy is a brushstroke on the canvas of our portfolio. This principle encourages us to embrace creativity, intuition, and original thinking in our pursuit of excellence. It inspires us to seek not just financial success, but to strive for elegance, harmony, and balance in our portfolio construction, bringing together disparate elements into a beautiful, unified whole. This reflects our belief that there's an aesthetic dimension to asset management that, when honored, can lead to truly distinctive outcomes.

Sagacious Prudence

Drawing from the wisdom that "The greatest successes are explained by the establishment of clever arrangements for the reduction of risks rather than by excessive risk taking", we emphasize the importance of exercising wise and discerning judgement in managing risks while pursuing investment opportunities. This embodies the Snowball way – generating the long-term value not through reckless risk-taking, but through with careful thought and meticulous planning.

Our Values

Committed in Heart and Mind: Our philosophy encourages us to take a long-term view of our business with steadfast commitment to our core values while being a shelter of trust and integrity for our employees, and partners.