The Defined Risk Strategy – Investing Redefined®

Solving Challenges for Institutional Investors

 

Striking the balance between risk management and asset exposure to generate returns to sustain desired spending goals is critical to fulfilling the mission over full market cycles.

Addressing Market Risk and Seeking Consistent Returns

Achieve long-term objectives to fulfill your impactful and enduring mission. 

 

Overcome mounting challenges and risks to funding and spending policies. 

 

Launched in 1997, the Defined Risk Strategy (DRS), is a distinct hedged equity approach to generating consistent returns and mitigating risk—two keys to long-term success and an enduring legacy.

We are in the business of shepherding futures.

 

We embrace the opportunity to meaningfully support your mission.

Why The Defined Risk Strategy

 

  The risks to capital in fixed income and equities have rarely been higher with elevated inflation, a global debt crisis looming,  and U.S. equity valuations so high.

Why The Defined Risk Strategy

  Consistent returns, capital preservation, and sustainable portfolio income are of premium concern,

yet solutions seem scarce.

Why The Defined Risk Strategy

 Because diversification alone is not enough to address market risk.

“Market risk, also called, systematic risk, cannot be eliminated through diversification, though it can be hedged against.” – Investopedia

“By actively seeking to not lose big, we believe that investors will be better off in the long run.”

Randy Swan

Founder, CEO, and Lead PM

How the Defined Risk Strategy Works

Buy, Hold, and Hedge

Market risk is too big a threat to be dealt with passively. So we hedge it.

Our distinct investment philosophy drives our Always Invested, Always Hedged process.

The Defined Risk Strategy Process — Transparent, Repeatable, Disciplined

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.

Innovative approach to smoothing returns and preserving capital since 1997.

The DRS was launched in 1997 to provide investors with a better way to invest over full-market cycles—generate attractive total returns and mitigate risk to irreplaceable capital.

 

So how’d we do?

Defined Risk Investing

The success of our Defined Risk Strategy prompted us to apply it across multiple products and assets, as well as, launch other options-based solutions, providing investors with additional opportunities to use this time-tested approach.

Learn more about the available DRS investment structures, the strategy, portfolio implementation or other questions, feel free to contact our institutional consultants.