Value Investing since 2016
The culmination of the 2020-2021 financial year was the end of Swietenia Capital’s fifth financial year since inception. It is with great pride to share our results from the first five years. For our unitholders, we have achieved an average annual return after fees of 18.6%. For comparison purposes, the ASX200 has returned an annual return of 7% over the same period.
Five years ago we began this fund because we had a vision and an investment strategy we believed would stand the test of time and deliver above-market returns for the people willing to trust us with their money. Although we concede five years is a very small window of time for equity markets, our results have only heightened the confidence we have in our strategy.
We are currently only available to wholesale investors.
☎ CONTACT
dale@swieteniacapital.com
luke@swieteniacapital.com
“In the short run, the market is a voting machine but in the long run, it is a weighting machine.”
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