Swell Asset Management in Bundall | Investment management company

Swell Asset Management

Locality: Bundall

Phone: +61 7 5551 0299

Address: Level 12, Corporate Centre One Queensland, Australia, 4217 Bundall, QLD, Australia

Website: http://www.swellasset.com.au

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25.01.2022 The Swell Global Portfolio increased 14.20% in the 12 months to 30 April 2020, and 6.13% for the month. The 12 month result outperformed the MSCI World net total return index by 11.00%.

25.01.2022 We are excited to announce our return to clients over the 5 years to 17 June 2020 was 16.73% per annum after fees. Our mission at Swell is to deliver outstanding investment returns for our clients and to achieve this it is imperative that we remain committed to our corporate values of ownership, teamwork and humility. We acknowledge that this performance is a good start, but we will not rest on our laurels. We remain committed to the same hard work and investment discipline that drove our performance for the first five years of the Swell Global Portfolio. A big thank you to our clients who continue to place their trust in us and also to the team Alexander Clunies-Ross,Carol Watt, Sally Fang, and Denis Vukovac, without you this result would not have been possible. #thankyou

25.01.2022 Google's annual Google I/O developer conference is underway in Mountain View California. The new Pixel 3A and 3A XL mobiles were unveiled overnight offering high end features at an attractive price point. We’re excited to see more innovations announced over the next two days.

25.01.2022 Sportsbet.com.au have the Australian Labor Party at $1.14 against the Liberal Party of Australia at $5.75 to win tomorrow. We're putting our money on the first Instagram shot of a bite of #democracysausage. The punters have Scott Morrison (ScoMo) at $1.81 and Bill Shorten MP at $1.85.

24.01.2022 The new Apple TV app launched overnight in over 100 countries, ahead of the highly anticipated Apple TV+ streaming service later this quarter. The app brings together over 150 video apps on the App Store allowing users to aggregate all their favourite services in one place. The app will be available today across iPhone, iPad, Apple TV and select Samsung smart TVs. #swellglobalfund

22.01.2022 Waymo is partnering with Lyft to use autonomous vehicles in Phoenix, Arizona. They're starting with 10 cars with drivers.

19.01.2022 Swell Global Fund portfolio holding Visa reported its third quarter earnings result overnight showing revenue grew 11% to US$5.8 billion and adjusted EPS grew 14% to $1.37. Both figures beat consensus expectations. The quarter saw payments volume grow 9% and processed transactions grow 12% with the company processing 35.4 billion transactions in three months. Operating margin increased to 66.7% making Visa the most profitable company in the S&P 500 by operating profit.

17.01.2022 SwarmFarm Robotics an Aus tech company is leasing its weed-killing robots to help farmers reduce herbicide use by 80%. Farm manager at Arcturus Downs in Queensland, Sam Bradford, saidThe saving on chemicals is huge, but there’s also the environment from using less chemicals and you’re also getting a better result in the end. John Deere introduced its "see and spray" technology some years ago. https://vimeo.com/289785863

15.01.2022 Apple has opened its latest store in Washington DC at the site of the famous Carnegie Library after working with historical experts to restore the building to its former glory. The new store will have over 200 staff speaking 27 different languages including 20 who are fluent in American Sign Language. The building will also be home to the DC History Center as well as three galleries. Apple Robina #swellglobalfund

15.01.2022 Who will become the Netflix of gaming? - https://mailchi.mp//swell-asset-management-daily-update-20

14.01.2022 The Spheres by Amazon are incredible bringing nature to the heart of Seattle. It is a pentagonal hexecontahedron teaming with thousands of different plants. The space was created to keep Amazon's employees productive, engaged and happy. Check out the video below.

11.01.2022 Swell Global Fund portfolio holding PayPal announced second quarter results showing growth in total payment volume of 26% to 172.4 billion and revenue up 12% (19% after adjusting for the sale of the Synchrony consumer receivables portfolio). Fundamental business drivers were both in line with expectations with payment transactions per active account up 9% to 39 and net active users up 9 million. In other words, PayPal added 100,000 new accounts per day or 69 per second.

10.01.2022 New York, New York commuters are moving to tap and pay. The transit authority is saying goodbye to reloadable metro cards and introducing contactless payments. Visa surveyed NYC commuters recently and found more than 67% have missed a train while waiting to reload their metro card. Can’t wait for our public transport authorities to catch up. https://www.youtube.com/watch?v=_7BX1EQO8XU

10.01.2022 Amazon.com is building a US$1.5 billion air hub in Kentucky to control more of their logistics process and probably expand their 1-day delivery to Prime members on over 100 million products in the US. By 2021 more than 50 aircraft will operate from the air hub. Jeff Bezos broke first ground, using a John Deere tractor and according to his tweet had a great time doing so.

04.01.2022 Amazon CEO Jeff Bezos unveiled his private space company Blue Origin’s lunar lander overnight. Bezos intends to send a spaceship to the moon reigniting interest in space exploration some 50 years after the Apollo 17 lunar module returned to earth. Blue Origin plans to land a robotic ship capable of housing exploratory rovers which will be charged with the task of scouring the lunar surface. Bezos is quoted as saying, It’s time to go back to the moon. This time to stay.. Bezos is hopeful the missions can commence by 2024. Blue Origin #swellglobalfund

03.01.2022 Coca-Cola quarterly results yesterday revealed an increase of 6% in organic revenue for the quarter. The company said one driver of its strong performance was innovative products like orange vanilla coca-cola and coca-cola plus coffee.

01.01.2022 Portfolio Update: Tencent reported first quarter earnings this week with revenues of RMB108.065 billion up 26.5% year on year and adjusted EPS of RMB2.82 up 29% year on year. The main driver was better than expected gaming and subscription revenues as people engaged in online entertainment during the lockdown. Advertising revenue grew 32%, buoyed by a significant increase in ad impressions and high return on investment to advertisers, and FinTech and Business Services saw a 2...2% increase due to strength in higher-margin revenue streams such as wealth management and lending and a greater contribution from its cloud business. Both segments showed resiliency despite market expectations of lower consumer and enterprise spending. Looking ahead, the company has observed a return to normalcy in China in the first half of May. It expects in-game consumption activities to largely normalise as people return to work and some headwinds for the online advertising industry. See more

01.01.2022 Portfolio update PayPal reported first quarter earnings this quarter with revenue growing 12% to $4.6 billion. On the call, management noted revenue was growing at 17% to the end of February, slowed to 3% in March then recovered back to 17% in April. Excluding the acquisition of Honey, PayPal added a record 10 million new accounts in the quarter and has already added 7.4 million in April for an average of 250,000 new accounts per day. In the earnings release, CEO Dan Schulman wrote The strength of our customer value proposition combined with the acceleration of digital payments adoption significantly accelerated in April, with increased demand and engagement.

01.01.2022 Swell Asset Management weekly update - https://mailchi.mp//swell-asset-management-daily-update-20