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 yields will hurt bond values.

Meanwhile, the U.S. stock values are near all-time highs.

It’s a Rock and a Hard Place Scenario

Bleak Future of Bonds

Recent White Paper

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.

Math Matters

Popular White Paper

Rethinking the Math Behind Investment Returns

Defined Risk Investing

Investing Redefined®

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.

What Do You Bench?

Focusing on a benchmark? To achieve long-term goals, investors may be better off seeking consistent returns through market cycles than beating a benchmark.

The Target Return Band Is Our Benchmark

Latest Resources

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

Process

Our proven investment process is distinctly Aways Invested, Always Hedged.

Solutions

Access the Defined Risk Strategy through multiple investment solutions.

Performance

See how the DRS has redefined the risk/return profile of equity investing.

Experience

Meet the investment management team behind the Defined Risk Strategy.

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.

Real Thought Leadership

A Message from Founder, Randy Swan

Randy Swan discusses how our distinct approach, the Defined Risk Strategy, is designed to help investors generate consistent returns while seeking to preserve irreplaceable capital through market cycles.

Meet Swan Global Investments

Learn more about the Swan Investment Management team and the unique design of our Defined Risk Strategy.

OUR TEAM