Our approach to investment
We are independent and value focussed. Our investment strategy seeks a concentrated selection of outstanding global companies purchased at a discount to their conservatively estimated intrinsic value.
Why invest in international equities?
The Australian equities market is very small, accounting for less than 2.5% of global equities markets, and has only a handful of truly exceptional businesses. Adding international equities to your Australian equities portfolio has the potential to increase return and lower your risk. Our strategy has exposure to companies in a variety of sectors and industries that are not available in Australia.
How are the companies selected?
We spend many months researching a business before we invest, so when we commit to it we know the company well and we’re confident in its prospects for growth. The scope of our research enables us to find and value opportunities the market regularly overlooks and that gives us an edge over other investors.
Investing with Swell
Retail and wholesale investors can invest in the Swell Global Fund, a unit trust issued by The Trust Company (RE Services) Limited. The minimum investment is $25,000. The Fund is administered by Mainstream Fund Services.
Wholesale investors can invest directly with us in the Swell Global Portfolio, operated as separately managed accounts. The minimum investment is $500,000. The Portfolio is administered by Mason Stevens.
Separately Managed Accounts
Investors in the Swell Global Portfolio hold an identical portfolio in their own individually managed account, retaining beneficial ownership of the underlying investments. This delivers tax efficiency and transparency not available with the unit trust.
While we can’t guarantee investment returns, we can guarantee adherence to our strict investment philosophy. Our investment objective is an annual return of 9% after management fees over rolling three year periods.
Contact us now to find out more about adding the Swell Global strategy to your investments
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