Our strategy is very simple and our process is very strict. We invest in outstanding companies with exceptional management and clear strategies for creating value over the long term. We hold a concentrated portfolio and reassess it often to ensure it meets our standards. Our first objective is safeguarding our investors' capital, so preventing losses is more important than reaching for higher returns and thus we prefer a more certain 12% return against a less certain 20%.
Absolute return focus
The Swell Global Portfolio is an absolute return, benchmark unaware global equities fund with the flexibility to invest in companies listed in developed markets around the world. The Portfolio targets an annual return of 9% after management fees over rolling three year periods.
Swell is a value manager, meaning we acquire each investment at a discount to its intrinsic value. Our principal objective is capital preservation thus we place greater emphasis on preventing losses than reaching for higher returns.
Our process is focused on acquiring the highest quality global companies with a durable competitive advantage and strong management team. We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding.
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. Strict adherence to our philosophy has enabled us to consistently outperform the ASX All Ordinaries Accumulation Index and the MSCI World Net Total Return Index after management fees since inception. It rests on four concepts:
Our investment strategy
Our strategy is to safeguard investors’ capital pursuing quality investments with long term growth and minimal risk
- A sustainable competitive advantage
- Honest and able management
- Acquisition at a fair price
We concentrate on quality, capital preservation and after tax returns. As well as our strong investment returns, the structure and management of the Swell Global Portfolio provides additional investor benefits.
Why invest overseas?
Many high quality investment opportunities can only be found outside Australia
We publish our performance each month
Every investment attracts risk but we work to mitigate risk through our company research and stock selection process
Our fees are transparent to all investors
The benchmark return was 8.60%, so the benchmark value is $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%
Invest with Swell
You can invest directly in the Swell Global Portfolio if you are a wholesale investor or through a financial adviser if you are not
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Contact us now to find out more about adding the Swell Global Portfolio to your investments