Lachlan founded Swell Asset Management in 2014, wanting to create a unique investment offering – a global portfolio with a genuine, long term focus. Since inception, the Swell Global Portfolio has consistently outperformed the ASX All Ordinaries Accumulation Index and MSCI World Net Total Return Index after management fees.
Prior to establishing Swell, Lachlan spent six years as a Senior Analyst with NovaPort Capital, a boutique fund manager owned by Challenger Limited. His extensive experience in the financial services industry includes legal and investment roles with The Bank of New York (London), King & Wood Mallesons and Goldman Sachs JBWere.
We think like business owners which means taking a long term view on our investments. We aren't trying to buy in one quarter and sell in the next.
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