Leaders in Hedged Equity and Options Strategies

Dedicated to supporting institutions and qualified investors fulfill their missions.

Process

Our proven hedged equity process is distinctly Always Invested, Always Hedged.

Solutions

Access our hedged equity approach in ETFs, mutual funds, SMAs & more.

Performance

See how our various hedged equity strategies have performed over time.

Experience

Meet the portfolio management team—leaders in hedged equity.

 

Investing Redefined®

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.

- Insights & More -

Insights & Thought Leadership

Danger Beneath the Surface: How Bad Policy Led to Bank Failures in

 

The emergency situation in which many small and regional banks find themselves is a direct consequence of bad policy. Examine the causes of historic 2023 bank failures and potential for large financial contagion.

Geopolitical Risk: A Long-Dormant Threat Awakens

 

Geopolitical risk has not been on most investors’ radar for years. But it’s rearing its ugly head now. Examine the current converging geopolitical risks and drivers of market uncertainty.

“Irrational Exuberance” Revisited

 

Today, the equity markets are displaying many of the same worrying traits that Shiller identified in 2000. Examine which factors that drove “irrational exuberance’ 22 years ago are still relevant today and identify new risk investors need to consider.

Know What You Own

White Paper

Understanding the Options-Based Category

What is Hedged Equity?

Learn about an increasingly popular investment approach distinctly suited to help investors remain invested while managing risk.

Latest Resources

 

Review the latest research, insights, and commentary from the Swan portfolio management team.

A Message from Founder, Randy Swan

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.

Meet Swan Global Investments

Learn more about the Swan Investment Management team and the unique design of the Defined Risk Strategy.

MEET OUR TEAM

Swan Global Investments in the News