Asset class: U.S Large Cap

01.02.2019

The Record-Breaking Markets of 2018

The 2018 year had unprecedented actions in the markets. We outline some of the rare and unique market and VIX...

13.12.2018

Swan Defined Risk CIT 1-Page Brochure

Swan Defined Risk 1-Page CIT Brochure reviews the objectives, process, and portfolio construction of the suite of collective investment funds...

13.12.2018

Swan DRS SMA Investor Brochure

Swan DRS 1-Page Brochure for the Defined Risk Strategy Select Composite. Review the process, performance and risk/return metrics of our...

20.09.2018

Duration Matters

Part 3 of 3 - Managing Expectations Series - Learn how the duration of drawdown matters to the Defined Risk...

30.08.2018

Timing Is Everything—Or Is It?

It’s often said that “timing is everything.” Or is it? Investment outcomes are impacted by timing, like when to enter...

22.08.2018

Magnitude Matters

Part 2 of 3 - Managing Expectations Series - Learn how the magnitude (severity) of a drawdown matters to the...

26.07.2018

Speed Matters

Part 1 of 3 - Managing Expectations Series - Learn how the speed of a drawdown matters to the Defined...

11.05.2018

Swan DRS SMA 1-Page Brochure

Swan DRS 1-Page Brochure for the Defined Risk Strategy Select Composite. Review the process, performance and risk/return metrics of our...

30.11.2017

Worth the (Equal) Weight?

Worth the Weight? Download Here Equal Weight Advantages over Cap Weight As many people know, the Defined Risk Strategy is...

21.09.2017

Waiting to Invest Can Cost You: The Importance of Remaining Always Invested

Waiting Can Cost You Download PDF The Importance of Remaining Always Invested Everyone is familiar with the concept of “fashionably...