Randy Swan discusses how the Defined Risk Strategy is designed to address the investment challenges of today and tomorrow.
Randy Swan, Founder, CEO and Lead Portfolio Manager of Swan Global Investments sits with host Shaun Wurzbach of S&P Dow Jones Indices to discuss how the Defined Risk Strategy distinctly utilizes core sectors in tandem with options strategies to define and manage risk in a portoflio.
Sean McCaffrey, Managing Director at Swan Global Investments, outlines the Dual Dilemma of U.S equities near all-time highs and yields near all-time lows is creating challenges for long-term growth outlooks, portfolio income and capital preservation. Sean then reviews the various ways we see advisors and institutions utilizing the Defined Risk Strategy within their portfolios and models.
Consuelo Mack interviews Randy Swan, Founder, CEO and Lead PM of Swan Global Investments and John Hathaway, CO-PM of Tocqueville Gold Fund to discuss different ways to seek downside protection.
Randy Swan, Founder, CEO and Lead Portfolio Manager of Swan Global Investments outlines the three components of the Defined Risk Strategy and their contribution to the overall performance of the strategy, as well as, how the strategy is designed to perform in different market environments.