Swan Global Investments

 

We deliver Hedged Equity and Options-Based solutions for long-term investors seeking growth and risk management.

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Leaders in Hedged Equity & Options Strategies

Since 1997, we’ve been helping investors navigate uncertainty to achieve long-term goals.

 

Our distinct hedged equity approach combines the return potential of equity markets with the risk mitigation power of hedging. Our option overlay solutions can be tailored to meet investor needs and objectives.

 

Dedicated to Helping Investors Grow and Protect Wealth

 

Investing Redefined®

Markets tend to go up over time,
so we’re ALWAYS INVESTED.

Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.

Always Invested, Always Hedged

A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.

– Insights & More –

Danger Beneath the Surface: How Bad Policy Led to Bank Failures in

 

The emergency situation in which many small and regional banks find themselves is a direct consequence of bad policy. Examine the causes of historic 2023 bank failures and potential for large financial contagion.

Geopolitical Risk: A Long-Dormant Threat Awakens

 

Geopolitical risk has not been on most investors’ radar for years. But it’s rearing its ugly head now. Examine the current converging geopolitical risks and drivers of market uncertainty.

“Irrational Exuberance” Revisited

 

Today, the equity markets are displaying many of the same worrying traits that Shiller identified in 2000. Examine which factors that drove “irrational exuberance’ 22 years ago are still relevant today and identify new risk investors need to consider.

Market Uncertainty: War in Ukraine Grinds On

Uncertainty abounds concerning persistent impacts of the war on commodity and energy markets, as well as, the potential for broader or spill-over conflagration. Explore an approach to help investors navigate these uncertain times.

Hope for the Best, Prepare for the Worst

 

Being prepared starts with knowing the truth about black swans, bear markets, and portfolio construction.

Why Avoiding Big Losses Matters

 

Avoiding big losses may be more important over time than capturing big gains.

What is Hedged Equity?

Learn about an increasingly popular investment approach distinctly suited to help investors remain invested while managing risk.

Math Matters

Popular White Paper

Help your clients understand the 4 Basic Math Concepts that Drive Investment Returns

Client-Centered, Outcome-Oriented

We believe an investment approach should be designed around the investor’s best interest, not a trend or what is easiest to “sell.”

In an industry focused on products, we offer a solution.

Latest Resources

 

Review the latest research, insights, and commentary from the Swan portfolio management team.

Process

Our proven hedged equity process – built by an investor, for investors.

Solutions

Access our hedged equity approach in ETFs, funds & more.

Performance

See how hedged equity redefines the risk/return of equity investing.

Experience

Meet the management team – leaders in hedged equity.

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