Investors
Our strategy is to acquire high quality investments with substantial growth prospects and minimal risk. We encourage you to invest alongside us adopting our long term horizon of 5-7 years.
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Our approach to investment
We are independent and value focussed. Our portfolio investment strategy seeks a concentrated selection of outstanding global companies purchased at a discount to their conservatively estimated intrinsic value.
Separately managed accounts
You retain beneficial ownership
We manage your investment
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 portfolio 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
To invest directly with Swell, you must qualify as a Wholesale Client or Sophisticated Investor. ASIC provides guidelines here. Your accountant must certify that you meet ASIC’s requirements including holding net assets in excess of $2.5 million; gross income of more than $250,000 pa in the last two years; requisite investment history; and other specific criteria.
Separately Managed Accounts
All investors 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 traditional managed funds.
Performance
While we can’t guarantee investment returns, we can guarantee adherence to our strict investment philosophy. This has enabled us to consistently outperform the ASX All Ordinaries Accumulation Index and the MSCI World Net Total Return Index after all management fees since inception in June 2015.
Contact us
Contact us now to find out more about adding the Swell Global Portfolio to your investments
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