Mark Swain

Partner, Investment management

Areas of expertise

UK equity fund manager.

Experience

Mark moved to Smith & Williamson in 2005 along with his co-fund managers Mark Boucher and Rupert Fleming to set up the Smith & Williamson Enterprise Fund. The three had previously been at Leopold Joseph working on UK funds including a long/short fund, with Mark joining the firm in 2001.

His main roles at Smith & Williamson include generation of investment ideas, fundamental stock analysis, portfolio construction and fund marketing.
Mark is part of the four-person team managing Smith & Williamson’s UK institutional funds, Enterprise Fund (long/short), UK Growth Fund and UK Income Fund.

Notable achievements

  • Launched Smith & Williamson Enterprise Fund in 2006.
  • Built a solid absolute return track record.
  • Grown fund AUM from £6m at launch to over £100m today.

Professional qualifications/memberships

BEng (Hons) in electronic engineering and a Member of the Chartered Institute for Securities & Investment (CISI).

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