OUR PURPOSE, MISSION, & CULTURE

Our commitment is to add lasting value to the world we are building together.

The purpose, mission, and culture of Holden Global Asset Management LLC are rooted in a long-term mindset that strives to elevate the potential of people, businesses, and communities far into the future.

OUR PURPOSE, MISSION, & CULTURE

Our commitment is to add lasting value to the world we are building together.

The purpose, mission, and culture of Holden Global Asset Management LLC are rooted in a long-term mindset that strives to elevate the potential of people, businesses, and communities far into the future.

OUR PURPOSE

To further human flourishing.

At Holden Global Asset Management LLC, we think long-term. This is exemplified in our investment approach as well as through how we think about the fundamental purpose of investments. We believe that investing in businesses positioned to build long-term value drives innovation and opportunities that contribute to furthering human flourishing—both in our communities today and for future generations.

OUR MISSION

Invest relentlessly, empower investment management with cutting-edge technology, and create value over time.

Our daily work is grounded in a resilient mindset. Our strategy—consistent since 2012—is to identify investments with enduring growth potential. We help clients adhere to these investments to achieve their goals, providing insights and trusted guidance to help them excel through market cycles. Our mission is to invest relentlessly and empower investment management with cutting-edge technology. We leverage AI to select high-quality global stocks and crypto assets, offering exceptional wealth growth solutions and creating value over time for institutional and net worth clients.

Our philosophy

Build scientifically and robustly around a common service commitment.

Our philosophy is based on customer-first, innovation-driven, and document-driven operations. By combining diversified strategies with rigorous risk management and leveraging AI technology, we are committed to achieving long-term and stable wealth growth.

We embrace eight practices of a flourishing team:

OUR vision

We envision a future where we are the global leader in AI-driven asset management, spearheading financial innovation, consistently generating robust long-term returns for our clients, and adding lasting value to the lives, communities, and world we build for generations to come.

A wise team Member:

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Values multiple perspectives, even if they are in opposition to their own

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Effectively prioritizes what must be done now and what can be improved later

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Listens first in order to understand

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Makes sound decisions despite ambiguity

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Identifies and addresses root causes, not symptoms

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Knows how to exercise good judgment and think strategically

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Understands the difference between intelligence and wisdom

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Knows a good idea can come from anyone

A responsible team member:

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Is proactive in doing work that serves the team

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Does not default to groupthink or consensus decision-making

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Never thinks “that’s not my job”

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Takes ownership and does not point fingers

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Seeks to constantly improve

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Demonstrates self-control and self-awareness

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Makes themselves useful

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Acts like a leader

A selfless team member:

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Seeks what is best for Holden Asset, rather than what is best for themselves

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Puts their ego aside in order to accomplish the task at hand

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Makes time to help colleagues

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Acts with humility

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Operates with the long-term good of others in mind instead of short-term gains

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Knows they serve a purpose greater than themselves

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Makes sacrifices without expecting recognition​

A transparent team member:

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Speaks truth with kindness

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Demonstrates vulnerability

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Is candid and direct

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Shares information openly and proactively

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Does not act with ulterior motives or make political maneuvers

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Quickly admits mistakes and asks for help

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Communicates with colleagues directly if there are disagreements or discomfort

A curious team member:

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Learns rapidly and eagerly

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Has a global mindset

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Contributes effectively beyond their primary responsibilities

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Seeks to be broadly knowledgeable about all areas of our marketplace and industry

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Carefully considers, seeks out, and appreciates alternative perspectives

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Seeks to understand our business, strategy, investments, and clients

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Takes an interest in other people

A courageous team member:

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Is critical only in order to build up and empower, never to tear down

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Respectfully speaks their mind, even if their perspective is controversial

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Makes tough decisions

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Takes smart risks

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Seeks truth regardless of popular opinion

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Accepts that they may fail

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Does not get paralyzed by fear

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Stands up for what is right

A innovative team member:

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Discovers and develops achievable solutions to difficult problems

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Challenges assumptions and suggests better approaches

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Creates new ideas that prove useful

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Finds time to explore and experiment

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Cultivates an environment of psychological safety

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Is energized by new possibilities

A driven team member:

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Expects and maintains high standards of self and others

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Cares intensely about our clients’ success

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Accomplishes amazing amounts of important work

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Strives for excellence and inspires others to do the same

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Leverages the strengths of others effectively

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Focuses on great outcomes rather than on adhering to a process

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Consistently demonstrates strong performance

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Continually seeks self-improvement through experience, observation, introspection, reading, and discussion

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