We deliver Hedged Equity solutions for long-term investors seeking growth and risk management.
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
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 –
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 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.
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.
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.
Being prepared starts with knowing the truth about black swans, bear markets, and portfolio construction.
Avoiding big losses may be more important over time than capturing big gains.
Learn about an increasingly popular investment approach distinctly suited to help investors remain invested while managing risk.
Popular White Paper
Help your clients understand the 4 Basic Math Concepts that Drive Investment Returns
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.
Review the latest research, insights, and commentary from the Swan portfolio management team.
– Timely Articles for Investors –