Authors: David Lovell


Examining the State of the Union

Although President Trump confidently highlighted the health of the American economy during this week’s State of the Union address, there...


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...


Swan Global Investments - Company Brochure

Swan Global Investments - Company brochure providing an overview of our unique, proven goals-based philosophy and strategy.


Keep Calm and Hedge

What comes to mind when you hear the word “hedge”? Hedge funds? Scandals? High risk? Leverage? Fraud? Hedging gets a...


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...


Picking Your Battles: Corrections vs Bear Markets

Understand and compare the nature of market corrections vs bear markets, analyzes their impacts, and which is more important to...


Swan DRS Investor Brochure

Investor Brochure — Swan Defined Risk Strategy (DRS) Investors begin with certain investment goals in mind. But in the face...