Swan Global Investments

 

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

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Leaders in Hedged Equity

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.

 

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 –

“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: Russia Invades Ukraine 

Uncertainty abounds concerning impacts of war on commodity and energy markets, as well as, the underlying headwinds for the US economy. Our hedged equity approach may 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.

The Dual Dilemma

Low yields punish savers, but a rise in interest rates and inflation hurt bond values.

Meanwhile, the U.S. stock market is facing increased volatility and inflation pressures.

It’s a Rock and a Hard Place Scenario

From Bleak To Dire

The Outlook For Bonds In The Wake Of COVID-19

Navigating Bond Risks Threatening Traditional 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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