Swell Global Portfolio
A concentrated portfolio of outstanding global companies with clear strategies for creating long term value. (For Wholesale Investors only).
The Portfolio is a benchmark unaware global equities fund investing in quality companies listed in developed markets around the world. We target 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 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.
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 long term 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.
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%.
Lachlan founded Swell Asset Management in 2014, wanting to create a unique investment offering – a global portfolio with a genuine, long term focus. 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. He holds a BCom (Finance) and LLB.
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. He holds a BCom (Finance).
Sally joined the investment team in January 2020 and is responsible for research projects related to the Portfolio including concentrated analysis of companies being considered for inclusion. She is currently completing the CFA Institute certificate in ESG investing. While completing her studies Sally gained valuable research experience through intern positions in the UK, China and Australia. She holds an MSc (Investment and Wealth Management) and a BEc.
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.
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