Swell Asset Management

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2 Corporate Ct
Bundall, Queensland 4217
+61 7 5551 0299
https://swellasset.com.au

Swell Asset Management is a boutique investment manager located in Bundall, Queensland, focused on high-quality global businesses and long-term capital preservation. Since its inception in 2014, the firm emphasizes a concentrated, anti-index approach to investing, prioritizing the ownership of exceptional companies for extended periods.

The firm adopts a rigorous investment philosophy grounded in quality, value, conviction, and time, emphasizing the importance of capital preservation and rational analysis. With a commitment to transparency and alignment of interests with clients, Swell's strategy seeks to curate a select portfolio of 10 to 20 stocks purchased at discounts to their intrinsic value, fostering long-term growth and wealth accumulation.

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