01
Verifiable information
Decisions are grounded in data, documentation and observable performance.
How we work.
SWI combines investment judgment with hands-on management capability across financial assets and credit portfolios.
Our approach
We look at every asset from the perspective of someone investing capital and taking on risk.
The same logic carries on after an acquisition or a management mandate: information, thesis, execution and monitoring are part of a single process.
Financial information lets us build a thesis. Management determines whether that thesis turns into results.
Principles
02
Investment discipline
We assess risk, value and scenarios before committing to a deal.
03
Active management
Strategy is reviewed as the asset evolves.
In practice
Price and probability
Explicit scenarios for timing, costs and expected outcomes.
Execution is part of the value
A deal's outcome keeps being built after closing.
The discipline to pass
Walking away when the risk doesn't justify the return is a decision too.
Alignment
Objectives, execution and results are set and reviewed on the same basis.
We share the outcome, not just the task.
Depending on the type of transaction, the structure can seek alignment between objectives, execution and results. The specific terms are defined case by case with the counterparty.
Monitoring discipline
- Objectives set at the outset
- Comparable information
- Cash-flow review
- Results review
- Decisions based on observed performance
A multidisciplinary approach
Financial analysis
Documentary / structural review
Operational execution
How we work on every asset.