Farnam Tree Family Office

07/08/2023

Why we love strong-moat businesses

19/07/2023

Investors and commentators often get wowed when they see a business with rapidly growing sales.

This is often interpreted as a sign of a promising investment.

It is necessary to also look at the balance sheet. Is the business being funded by internal cashflows, or reliant on external debt?

The difference is critical in a thorough evaluation of a business.

05/07/2023

Behavioral investing is one of our favorite topics.
Investing is difficult and – as the title of this book suggests – we are our own worst enemy.

Often the case, emotions get in the way of rationality and make things harder.
Studying this topic helps us to identify our biases and promotes better investing.

Link to book: https://buff.ly/3qVtHbT

28/06/2023

Investors that use asset allocation guidelines to manage portfolios can benefit from rebalancing.

It forces the selling of winners to purchase more of underperformers.

This allows investors to benefit from purchasing assets when they are out of favor, and eliminates the role of fear in buying assets that have fallen in price.

21/06/2023

Diversification is a powerful tool that investors can employ to manage portfolio risk without sacrificing the overarching objective.
Investors need to be wary of the danger from diversifying too much: diworsification.
Cutting up your investment pie into too many slices will have diminishing returns and be a headache to manage.

16/06/2023

How we decide when to divest from a business

07/06/2023

https://www.masalathai.com/cash-course-with-shiva-practical-ways-to-diversify-your-investments/

Shiva Sachaphimukh from Farnam Tree gives his insight. Even if you are unfamiliar with investing, the phrase, “do not put all your eggs in one basket,” may ring a bell. Concentrating your interests in such a manner puts you at the mercy of one outcome. This can be extremely rewarding if it works...

13/04/2023

17/02/2023

Farnam Tree’s Global Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of high-quality companies globally.

We view holding equities as commensurate with owning the entire business outright and retaining management. Our sectors of focus are consumer, technology, healthcare and financials.

Find out more at https://www.farnamtree.com/global-growth

09/02/2023

Successful long-term investing requires an uncomplicated approach to meet your objectives. Farnam Tree’s Portfolio Solutions service provides independent advice to fulfill our client’s needs.

Investment plans combine our knowledge, structured advice and technical platforms. Our portfolios are easy to understand, operationally efficient, low-cost and liquid. Find out more at www.farnamtree.com

26/01/2023

Receive a free investment report.

Farnam Tree is offering sample investment reports. Our report includes commentary, return data and sample portfolio results.

Request a copy and see how we help our clients manage investment portfolios.

Click here: https://www.farnamtree.com/learnmore

20/01/2023

Investing outside of Thailand helps portfolio returns.

Since 2013, global equities have returned 7.0% vs. 1.3% Thailand’s SET index per annum.

Bt100 invested at the start of this period would have almost doubled by the end of 2022. This compares to a 13% increase overall to Bt113 for the SET.

Many domestic investors have held a bias to only invest in Thailand historically. This is called home country bias, a phenomenon that exists in many countries.

Access to investing overseas from Thailand has never been easier. Find out how we can help you here: https://www.farnamtree.com/