Dedicated to supporting institutions and qualified investors fulfill their missions.
Our proven hedged equity process is distinctly Always Invested, Always Hedged.
Access our hedged equity approach in ETFs, mutual funds, SMAs & more.
See how our various hedged equity strategies have performed over time.
Meet the portfolio management team—leaders in hedged equity.
Markets tend to go up over time,
so we’re ALWAYS INVESTED.
Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.
Always Invested, Always Hedged
A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.
Randy Swan discusses how the Defined Risk Strategy is designed to directly address market risk in order to help institutions build portfolios that generate consistent returns while mitigating risk through market cycles.
