Investing

Swell Asset Management

No Reviews Yet Write a review

call business (07) 3088 2294

S 2, 82 Queen St

Southport, QLD, 4215

VISIT WEBSITE

S 2, 82 Queen St

Southport, QLD, 4215

Swell Asset Management

A boutique fund manager specialising in listed equities.

Swell Asset Management is a privately owned investment manager specialising in listed equities. Swell has been appointed by Hughes Funds Management (HFM) to manage its equity strategies. We are an exclusive authorised representative of HFM under its Australian Financial Services Licence (AFSL).

At swell we invest in three individual strategies.

1. Emerging Strategy
We seek to buy great companies before the crowd arrives. Our focus is on the sweet spot of the Australian economy ? where the innovation is occurring. We want to find and own companies that can sustain growth for a number of years. The strategy predominantly generates capital growth for our investors.

2. Global Opportunity Strategy
We seek to own companies that have carved out a competitive advantage. They are well known global companies with entrenched market dominance e.g. Visa, IBM, Microsoft. Our principal focus with this strategy is capital preservation. The strategy predominantly generates capital growth and a smaller income component.

3. Private mandate
We are happy to work with you to personalise a strategy to suit your needs. A number of our clients have a large interest in a publicly listed company that they wish to retain. We can formulate a portfolio around this position. We can also assist in managing the transition of a large holding to one of our strategies.

If you would like to learn more please visit us at www.swellasset.com.au and follow us on LinkedIn and
...read more

Contact details

Visit website Email this business
(07) 3088 2294
(02) 8005 4311
167950236

Opening Hours Detail

  • Appointments Available

REVIEWS (0)

Tell people what you think.

Help others by sharing your experience with this business.

SIMILAR IN THE AREA

1 2

OTHER NEARBY SERVICES

  • sponsored listing
    Fishing

    For Reel Fishing Charters

    Main Beach
    76 Reviews
  • sponsored listing
    Mechanic

    Mark Jackson Automotive

    Southport
    67 Reviews

    Currently open

    7:00 AM - 5:00 PM

  • sponsored listing
    Vehicle Inspections

    Mr Roadworthy

    Southport
    59 Reviews

    Currently open

    7:00 AM - 5:00 PM

  • sponsored listing
    Mechanic

    Fleet Tec Automotive Pty Ltd

    Southport
    18 Reviews

    Currently open

    7:30 AM - 5:00 PM

1 2