Investors
Swell was established in 2014 with dual missions: to simplify the often complex process of owning shares in global markets; and to serve as a trusted partner to high-net-worth individuals, family offices and institutional investors.
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The Swell difference
The Swell Global Portfolio is a global investment strategy managed by Swell Asset Management. It is similar to a traditional Fund, however, each portfolio is held in the investor's own name in a managed account. All accounts are managed uniformly, with identical portfolio weights adjusted according to their respective account values. Due to the fact that portfolio companies are held in the client's name, they tend to be more tax-efficient than traditional funds. This is because the constant entrance and exit of people in traditional funds create tax gains for those who remain invested.
Proprietary investment process
Risk management
Platform access
Proprietary investment process
Our investment process involves constant screening of potential investments, and we only invest in targets that meet our strict criteria. Our preferred investment is a high-quality company that’s experiencing a temporary cyclical headwind which will eventually subside. Our long-term approach gives us an advantage since the stock market tends to prioritise short-term gains, leading to mispriced opportunities in the long run. Our investment policy statement is available on request.
Risk management
We prioritise risk management when acquiring new companies. We must acquire each company at a price discounted to our estimate of intrinsic value. This minimises the risk of losing capital if a company underperforms. Our fundamental process means we are motivated by the mitigation of risk at the company level, however we use cash allocation, industry limits, market capitalisation and scenario analysis to aid the risk management process.
Platform access
We assist you in setting up your account with Mason Stevens, a large fund administrator with around A$6 billion in funds under advice. You maintain sole access to your investment, which is held by you. The platform grants you round-the-clock access to your investment, with a transparent view down to the level of individual stocks. The service also includes detailed reporting, including an annual tax statement.
Our investment approach
We carefully choose our investments based on various factors such as their competitive advantage, return on invested capital, and the management team's experience and track record. Our goal is to think like business owners and make investments with a long-term perspective, aiming to compound our investors' capital over time.
Performance
We aim to achieve an annual portfolio return of 9%, which we have achieved since inception. We intend to hold onto each investment company for a minimum of three to five years and encourage our investors to have the same time horizon.
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Contact us now to find out more about adding the Swell Global strategy to your investments
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