Avoiding the Bear

Don't Let the Bear get You Down

Check out this brief video for an introduction to the Defined Risk Strategy and how it can help investors grow and protect their nest egg for retirement.

Win by Not Losing

Remember the bear market during the Financial Crises of 2008? Or the Dot-Com Bust in 2000? Or the Crash of 1987?

Bear markets (large losses in the market in excess of 20%) occur more often, cause more damage, and require longer recover time than investors may realize.


DID YOU KNOW?  – Since 1929, the S&P 500 data shows that bear markets:

  • occur every 3.7 years,
  • last 10 months,
  • erase over 35% of market value, and
  • take 3.3 years to recover.


At Swan, we believe that large portfolio losses and multi-year recoveries are not the consequences investors must accept in order to achieve long-term portfolio growth.  

Swan’s Defined Risk Strategy is a unique investment approach designed to help investors grow and protect wealth.

Actively Seeking to NOT Lose Big

By actively seeking to not lose big, we believe that investors will be better off in the long run.”
Randy Swan, CEO and Portfolio Manager of Swan Global Investments


The first rule of making money is to not lose it. Although this phrase in various forms is attributed to many different people, the concept remains true. While the risk of loss is assumed when investing, avoiding bear markets can be the difference between achieving or missing financial goals.


Such major declines often require multi-year recoveries. Investments that provide some level of bear market protection can drastically impact investment returns over the long term.

Always Invested. Always Hedged.

Launched in 1997, our Defined Risk Strategy is designed to seek consistency of returns, downside protection, and sustainability of assets.


By limiting the damage caused by bear markets, the Defined Risk Strategy has an enviable track record of reducing the portfolio recovery time from years to months, thereby making it easier to stay invested and more likely on track towards achieving investment goals.