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Swell Global Portfolio

We invest in outstanding global companies with exceptional management and clear strategies for creating value over the long term. We hold a concentrated portfolio of 10-20 stocks and cash.

Value of $1,000,000 invested at inception
(net of management fee)

Why Swell

Our strategy is very simple and our process is very strict. We invest in outstanding global companies with exceptional management and clear strategies for creating value over the long term. We hold a concentrated portfolio of 10-20 stocks and cash.

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Absolute return focus

The portfolio is a benchmark unaware global equities fund investing in quality companies listed in developed markets around the world. We target an annual return of 9% after management fees over rolling three year periods.

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Capital preservation

Swell is a value manager, meaning we acquire each investment at a discount to its intrinsic value. Our principal objective is capital preservation thus we place greater emphasis on preventing losses than reaching for higher returns.

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Concentrated quality

Our process is focused on acquiring quality companies with a durable competitive advantage and strong management team. We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding.

Our Team

Lachlan Hughes founded Swell Asset Management in 2014, wanting to create a unique investment offering – a global portfolio with a genuine long term focus. Prior to establishing Swell, Lachlan spent six years as a Senior Analyst with NovaPort Capital, a boutique fund manager owned by Challenger Limited. His extensive experience in the financial services industry includes legal and investment roles with The Bank of New York (London), King & Wood Mallesons and Goldman Sachs JBWere.

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