The Swell Global Fund is a simple and effective way for high net worth clients, superannuation funds, institutions and family offices to access a carefully selected portfolio of investments, acquired at discounts to their intrinsic value conservatively stated. Our mission is to deliver superior risk-adjusted returns for our clients.
Swell Asset Management is a boutique investment manager focused on delivering superior performance for its clients. We target an absolute return of 9% per annum over rolling three year periods and our principal objective is capital preservation which means we place a higher emphasis on preventing losses than reaching for higher returns. While we are motivated by performance, we are grounded by our values – client first, investing together and never compromising our integrity.
