Hedged Equity as a Core Equity Allocation Most advisors treat hedged equity as a niche alternative strategy. But a holdings-based analysis reveals the Swan Defined Risk Strategy closely mirrors the S&P 500 in asset allocation, market cap, and valuations — making it a re-engineered core equity allocation, not a separate sleeve. When 20% of a traditional 60/40 portfolio was replaced with the DRS, maximum drawdown fell from -32.54% to -23.13% while risk-adjusted returns improved.

Hedged Equity as a Bond Alternative Bonds once offered advisors a "win-win": meaningful yield and principal protection. That era is over. In this first post in Swan's four-part DRS implementation series, Marc Odo examines why bonds have become a "lose-lose" proposition in both dovish and hawkish rate environments — and how Swan's Defined Risk Strategy supports hedged equity as a bond alternative, offering a more reliable bond surrogate for modern portfolio construction.

Investment Masterminds Research Spotlight with Marc Odo Is Private Credit the New Subprime? Investment Masterminds Research Spotlight with Marc Odo

Investment Masterminds: Marketing Spotlight with Jay Scott

Hedged Equity vs. Bonds Most portfolios assume bonds will cushion stock market losses. But as 2022 demonstrated, that assumption doesn't always hold. This post examines why stock-bond correlation is unreliable — and how HEGD, Swan's hedged equity ETF, uses put options to deliver more consistent downside protection regardless of what interest rates are doing.

Is Private Credit the New Subprime? Explore how private credit risks may be building beneath the surface and why understanding credit markets is essential for effective portfolio risk management.

Quarterly Update 2025 Q3 The Q2 2025 Quarterly Round- up webinar includes performance reports regarding our suite of hedged equity solutions, commentary on current market conditions, and more.

Quarterly Update 2025 Q1 The Q2 2025 Quarterly Round- up webinar includes performance reports regarding our suite of hedged equity solutions, commentary on current market conditions, and more.