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Investors

Our strategy is to acquire high quality global equities with substantial growth prospects. 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 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 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.

Swell Performance
Value of $100 invested at inception

Performance

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.

Meet the Team

Relationships with our clients are important to us and we work hard to ensure they understand our philosophy and strategy. The members of our small investment team all have a passion for investing. We love the daily challenge of analysing companies to identify hidden value, and trawling through earnings calls to uncover an unexpected change in a company’s outlook. We think like business owners which means taking a long term view on our investments. We’re not trying to buy in one quarter and sell in the next.

Find out more

Contact us

Contact us now to find out more about adding the Swell Global strategy to your investments