Commentary & Performance Updates

 Note – For mutual fund Quarterly Attribution & Performance Analysis, please contact your Swan Investment Representative.


Managing Expectations

To best understand how the Defined Risk Strategy (DRS) works and to form reasonable expectations for its performance in various market environments is to examine historical performance.

Fortunately, we have a lengthy track record, going back to July of 1997. In that time, the DRS has been tested by almost every conceivable market environment from flash crashes, to periods of ‘irrational exuberance’ and multi-year bear markets, to easy money recoveries, downgrades of U.S. credit ratings, and even the Global Financial Crisis.

We pulled that experience together in a document to better inform and manage investor expectations.

Read this White Paper