Leaders in Hedged Equity and Options Strategies

Dedicated to supporting advisors in serving investors and growing their businesses.

Swan Global Investments is an asset management firm founded with an entrepreneurial spirit and dedicated to offering advisors differentiated risk-managed solutions. 

 

We invite you to get to know us and learn how we may be of service to you and your clients.

Process

Our proven hedged equity process is distinctly Always Invested, Always Hedged.

Solutions

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

Performance

See how our various hedged equity strategies have performed over time.

Experience

Meet the portfolio management team—leaders in hedged equity.

 

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 persistent impacts of the 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.

From Bleak To Dire

The Outlook For Bonds In The Wake Of COVID-19

Navigating Bond Risks Threatening Traditional Portfolio Construction

Address Investor Uncertainty & Behaviors

Top Rated  Article with Related Resources

Enhance Your Practice with Behavioral Finance

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

Hope for the Best, Prepare for the Worst

 

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

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.

Proudly Sponsoring Advisor Education

We are a Gold Sponsor of the Investment & Wealth Institute!

Dedicated to Providing Thought Leadership for the Financial Advisory Community

Latest Resources

 

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

- Swan in the News -

Real Thought Leadership

A Message from Founder, Randy Swan

Randy Swan discusses how the Defined Risk Strategy is designed to help investors generate consistent returns while preserving irreplaceable capital through market cycles.

Meet Swan Global Investments

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

OUR TEAM