Swita Investment Management specialises in International and Australian equities funds management. We currently have two investment funds focused on International Asset Allocation and Australian equities.
Our investment style is focused on identifying investment themes and trends, mindful of where we are in the economic and business cycle. Our focus is on investing in indexes to provide thematic exposure and we have a rigorous and disciplined investment process. Our aim is to produce superior returns for our investors over the medium term with a focus on protection of capital.
The objective of most investors into equity managed funds in Australia is saving for retirement through their superannuation plans; and for most the underlying objective when talking with any planner/stockbroker or in considering their own investment choices should be:
"Protect my money in difficult markets and Enhance it in good; in a simple and easy to understand fashion".
The experiences of most investors through the financial crisis showed the inadequacies of many traditional equity and index based investment products and their lack of flexibility to meet that overriding objective in a simple, sensible and diversified way. We aim to solve that problem in all of our investment products by building in more flexibility to protect capital even though we are a long only investor.
Benefits of our Funds & Approach
Managed by deeply experienced Chief Investment Officer who has significant experience managing private equity investments as well as public equities funds in Europe; and was previously a partner of renowned investor George Soros of Soros Funds Management.
Trend Following philosophy has been shown to outperform other styles of investing and market index performance by numerous empirical studies (we are more than happy to provide summaries of these on request).
Focus on protection and enhancement of capital.
We are significant investors in all of the funds so our interests are aligned with that of our investors.
Rigorous and disciplined investment Process and risk management, developed over many years of investing.
Trend following screening process has been audited and confirmed by Deloitte, and has shown over long periods of time to outperform the relevant market indexes if consistently applied (please see the Deloitte attached opinion)
Differentiated investment process based on years of international investment experience aimed at meeting investor objectives.
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