The Swell difference
The Swell Global Portfolio is a global investment strategy focused on owning a concentrated portfolio of the world's best companies. It is similar to a traditional Fund, however, each portfolio is held in the investor's own name in a managed account. Since portfolio companies are held in the client's name, they tend to be more tax-efficient than traditional funds. This is because the constant entrance and exit of people in traditional funds create tax gains for those who remain invested.
Absolute return focus
Our investment objective is to attain an annual return of 9% after deducting management fees over a rolling period of three years. In case we are unable to come across a compelling investment prospect, we may retain up to 25% of our portfolio in cash.
Long term orientation
Our favourite investment is a high quality company that is currently undergoing a short term cyclical headwind that will abate over time. This is where we use our long term orientation to our benefit as the stock market is focused on the short term, and therefore these opportunities become mispriced.
Our process is focused on acquiring quality companies with a durable competitive advantage and strong management team. We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. This affords us an opportunity to outperform traditional index funds.
How is Swell unique?
Five elements contribute to our competitive advantage
Our investment philosophy
Our investment philosophy is based on the principles of quality, value, conviction and time
Our investment strategy
Our strategy is to safeguard investors’ capital pursuing quality investments offering long term growth
- A sustainable competitive advantage
- Honest and able management
- Acquired at a fair price
- Our investment thesis has changed
- The share price exceeds our valuation
- More attractive opportunities are available with commensurate or less risk
Why invest overseas?
Many high quality investment opportunities can only be found outside Australia
Every investment attracts risk but we work to mitigate risk through our company research and stock selection process
Invest with Swell
You can be a direct investor in the Swell Global Portfolio
Our standard fees are shown below
$543,000 = ($500,000 x (1+8.60%))The fee payable is
$7,050.00 = ($590,000-$543,000) x 15%
Administration fee based on net asset value:
0.275% p.a. $0 - $500,000
0.220% p.a. $500,000 - $1,000,000
0.00% p.a. > $1,000,000
Account keeping fee: $165 p.a.
Custody fee: 0.055%
The Swell Global Portfolio is available directly to wholesale investors
Retail investors can access the Portfolio through their financial adviser
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Contact us now to find out more about adding the Swell Global Portfolio to your investments