Our Story

Lachlan founded Swell Asset Management in 2014 as he saw an opportunity to establish a unique investment offering. A global fund with a genuine, long term focus. Since inception, the Swell Global Fund has consistently outperformed the ASX All Ordinaries Accumulation Index and MSCI World Net Total Return Index after all fees and expenses rising 65.62%.

Prior to founding Swell, Lachlan worked for six years as a Senior Analyst with NovaPort Capital, a boutique fund manager owned by Challenger Limited. He has seventeen years’ experience in the financial services industry having held legal and investment roles with The Bank of New York (London), King & Wood Mallesons and Goldman Sachs JBWere.

 

We think like business owners. This means taking a long term view on our investments. We aren't trying to buy in one quarter and sell in the next.
Lachlan Hughes, CFA

Lachlan Hughes

Founder & Chief Investment Officer

Lachlan founded Swell Asset Management in 2014. He is the CIO, and responsible for investment decisions. Lachlan has spent over a decade investing in the public equity markets. It is this experience, together with Swell's unique Investment Process, that guides each investment decision. From 2015 to 2018, Swell returned 15.74% per annum after fees.

Professional Qualifications and Memberships: Chartered Financial Analyst (CFA), Bachelor of Commerce (Finance), Bachelor of Laws, Member of Responsible Investment Association Australasia.

Alex Clunies-Ross

Investment Analyst

Alex commenced work with Swell Asset Management in August 2015 as an Investment Analyst. He is responsible for researching and modelling investment ideas. Alex holds a Bachelor of Commerce (Finance) from Griffith University and is a CFA Level 2 candidate.

Mike Hall

Investment Analyst

Mike commenced work with Swell Asset Management in October 2015. He is responsible for researching and modelling investment ideas. Mike holds a Bachelor of Commerce (Finance) from Bond University and is a CFA Level 3 candidate.

Carol Watt

Administration Manager

Carol commenced work with Swell Asset Management in August 2018 as Administration Manager. Carol brings a wealth of experience to the team and is responsible for the day to day running of the office. She has worked in management consulting, technology and small business, and was part of the team delivering transport services to the GC Commonwealth Games. Carol holds a Bachelor of Arts (Psychology) (Honours) from Sydney University.

Christine Hughes

Business Development Manager

Christine commenced work with Swell Asset Management in January 2017. She is responsible for promoting Swell Asset Management through marketing, public relations and communication. Christine holds a Bachelor of Education from Griffith University.

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