Lachlan is the CIO, with responsibility for all investment decisions of the Swell Global Portfolio. Previously Lachlan was a Senior Analyst with NovaPort Capital. During his tenure, the team achieved an annual return of 23.56% over the period from 2009 to 2013, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 15.42% and earning the Lonsec Fund Manager of the Year (Rising Star) award in 2012. Prior to that, Lachlan was a corporate lawyer working with King & Wood Mallesons (Sydney), The Bank of New York (London) and Allco Finance Group.

Lachlan earned the right to use the CFA designation granted by the CFA Institute in 2010. His professional qualifications include a Bachelor of Commerce (Finance) and a Bachelor of Laws.

Alex commenced his career with Swell in August 2015 and developed many of the technical models and quantitative screens used to manage Portfolio investments and research. Alex directs investment team research projects in addition to his responsibilities for allocated investments in the Swell Global Portfolio.

Alex earned the right to use the CFA designation granted by the CFA Institute in 2021. He holds a Bachelor of Commerce (Finance) from Griffith University and was an inaugural member of the Griffith University Student Investment Fund.

Sally joined the investment team in January 2020 and is responsible for allocated Portfolio investments as well as analysis of companies being considered for inclusion. While completing her studies Sally gained valuable financial analysis experience working in intern positions in the UK, China and Australia.

Sally is a CFA Program participant, having successfully completed level III in 2020. She holds a Bachelor of Economics and Finance from the University of Hong Kong and a Masters in Investment and Wealth Management (Distinction) from Imperial College Business School, London, where she was director of strategic communications for the Imperial College Student Investment Fund.

Eden joined the investment team in 2022 and undertakes concentrated research and analysis of Portfolio investments. Previously she worked in a range of positions at Suncorp Bank, where she was appointed a portfolio strategy analyst in the home lending division, delivering improved customer outcomes.

She holds a Bachelor of Commerce from Griffith University and completed the London School of Economics course in Advanced Corporate Finance. While at Griffith she was a member of the team who were runners up at the Australian National Finals for the CFA investment research challenge in 2018. In 2019 she was a member of teams which were global finalists in both the Harvard Global Case Competition and the William & Mary Women’s Stock Pitch Competition.

Carol joined Swell in August 2018 as Operations Manager and is responsible for business administration and compliance. She has worked in management consulting, technology and small business, and was part of the team delivering transport services to the 2018 Gold Coast Commonwealth Games.

Carol holds a Bachelor of Arts (Psychology) (Honours) from Sydney University.

Peter joined the Swell Asset Management Board in February 2020. He was Chief Executive Officer of Cambooya Services Pty Limited, one of Australia’s largest single-family offices, from 2000 to 2012. In conjunction with that role, he was also a Non-Executive Director of Rural Press Limited and Landis+Gyr AG.

He currently serves on the investment and trustee boards of various well-known Australian families.

Peter holds a Bachelor of Commerce, MBA and Master of Letters. He is a member of the Institute of Chartered Accountants and Fellow of the Australian Institute of Company Directors.