Why Swell

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.

As a value investor, we emphasise capital preservation. This means we acquire each company at a discount to its conservatively estimated intrinsic value. This is the fundamental premise behind value investing. Our process recognises the dichotomy between risk and reward. Accordingly, we may prefer a more certain 12% return against a less certain 20%.

We adopt a concentrated approach to portfolio construction, allocating meaningful weights to each holding. When our investment process and our search for quality yield results we make a substantial investment.

We believe it is important to invest alongside our clients, treating them as partners. This is a distinguishing feature of our business. We have adopted the CFA Institute Code of Ethics & Standards of Professional Conduct which is considered the benchmark for investment professionals around the globe.

We conduct fundamental analysis on each business without regard to sector, industry group or location within our market capitalisation range. The foundation of the Swell investment process is quality, stemming from exceptionally managed companies with clearly articulated strategies for creating value over the long term.