History
Two years ago we set out on a journey to create an investment option that aligned with the strategy we thought gave us the best chance of delivering above average returns. This strategy has since been backed up by numerous academic studies in relation to investment strategies practiced in the equity market. We believe that purchasing undervalued stocks at prices under their intrinsic value will deliver us above average returns over the long term, and we will to share this opportunity. We operate within our circle of competence and evaluate stocks as the fundamental businesses that they are. The fee structure offered by Swietenia Capital is truly what sets us apart. We apply pressure to ourselves to grow your money and if we don’t, no fee is charged.
Get in touch
We at Swietenia Capital know that finding a trusted source to manage your money is a choice not to be taken lightly. That’s why we offer face to face consultations so we can begin building what will hopefully be a long and beneficial relationship.
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Our Team
Director
Luke Bowering
Luke has completed his CPA after having previously obtained a Bachelor of Commerce from Australian Catholic University.
Education
AUSTRALIAN CATHOLIC UNIVERSITY
Bachelor of Commerce
Director
Dale Copley
Dale has completed his Bachelor of Laws (Honours) at the Queensland University of Technology and Graduate Diploma of Legal Practice at the College of Law.
Education
QUEENSLAND UNIVERSITY OF TECHNOLOGY
Bachelor of Laws (Honours)
COLLEGE OF LAW
Graduate Diploma of Legal Practice