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Active Vs. Passive
Our proven investment process is distinctly Always Invested, Always Hedged.
Access the Defined Risk Strategy through multiple investment solutions.
See how the DRS has redefined the risk/return profile of equity investing.
Meet the investment management team behind the Defined Risk Strategy.
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.
Randy Swan discusses how the Defined Risk Strategy is designed to help investors generate consistent returns while protecting irreplaceable capital through market cycles.