Hedge Fund - SW Investment Management

Stephen White Bio, Returns, AUM, Net Worth

SW Investment Management LLC (SWIM), an Illinois-based firm established in December 2015, offers discretionary investment advisory services to the privately offered pooled investment vehicle, SWIM Partners LP, a Delaware limited partnership. SWIM aims to achieve superior absolute investment returns that are relatively uncorrelated with broad-based U.S. stock market indices.

Stephen White is a principal and co-founder of Castle Union LLC, a long/short hedge fund established in 2012. He is a former managing partner of Castle Union LLC. Before that, he served as a portfolio manager at RMB Capital from 2008 to 2012 and spent three years as an analyst at Marlin Capital from 2005 to 2008. He holds a Bachelor of Science degree from Fairfield University and an MBA from the University of Chicago Booth School of Business.

SW Investment Management is a hedge fund with 1 client and discretionary assets under management (AUM) totaling $438,411,189 as of March 2024 (Form ADV). Their last reported 13F filing for Q1 2024 included $311,244,820 in managed 13F securities, with a top 10 holdings concentration of 98.11%. The largest holding is Amkor Technology Inc., with 1,650,000 shares held.

Stephen White
Fund Profile
Filing Period:
Fund Name: SW Investment Management
Manager Stephen White
Portfolio Value $378,282,700
Change This QTR +0.63%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Ubiquiti Inc
320,000 $70,950,000 +7% 18.75%
2. SKYW 775,000 $65,890,000 +30% 17.41%
3. AMKR 1,285,000 $39,321,000 -5% 10.39%
4. PSN 360,000 $37,324,000 +11% 9.86%
5. NET 400,000 $32,356,000 8.55%
Latest 13D & 13G Filings
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