Chart a course with a manager you can trust.

Deliver superior performance for your clients.

Chart a course with a manager you can trust.

While we are motivated by performance, we are grounded by our values.

Deliver superior performance for your clients.

We only invest when it makes sense to do so

Swell Global Portfolio

Investor funds are held within separately managed accounts with each client holding identical investments to the Swell Global Portfolio. Every investor retains beneficial ownership of the shares in their own name.

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