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The Swan Team
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Striking the balance between risk asset exposure to generate returns and providing sustainable income is critical to long-term success over full market cycles.
The Defined Risk Strategy address market risk directly in order to protect capital while always remaining invested for growth. Our proven process has generated consistent rolling returns over market cycles.
View our complete line-up of hedged equity investment solutions.
Our suite of hedged equity mutual funds is available across asset classes and based on the same Defined Risk investing process launched in 1997.