ABOUT SWELL ASSET MANAGEMENT
A focused global investor, built on alignment.
Founded in 2015, Swell Asset Management manages concentrated global equity portfolios for wholesale investors. We invest alongside our clients and focus on a limited number of businesses we believe can compound value over time
OUR alignment
Our interests are aligned with our clients.
We invest in enduring businesses and work in close partnership with the people who own them. The mandate is simple: protect capital first, then compound it patiently.
01
Concentrated portfolios
We invest only where our research supports genuine conviction.
02
Independent judgment
Our decisions are guided by fundamentals and prospective returns, not index composition or market consensus.
03
Measured alignment
The founder’s entire listed-equity portfolio is invested alongside clients.
THE INVESTMENT TEAM
A small team, focused on investing.
Our structure keeps decision-making close to the research and allows us to devote most of our time to understanding the businesses we own.
OUR PARTNERSHIP
Contact
For investors who think beyond the short term
We work with a limited number of investors seeking a concentrated approach to global investing.
© 2026 Swell Asset Management. All rights reserved.
Past performance is not indicative of future results.
The information in this website (the ‘Information’) has been prepared by Swell Asset Management ABN 16168141204 (‘Swell Asset Management’, ‘we’ or ‘us’) a Corporate Authorised Representative No. 465285 of Hughes Funds Management Pty Limited ABN 42167950236, who is a holder of an Australian Financial Services Licence AFSL No. 460572 and authorised to provide financial services to wholesale clients only.