Nov. 14, 2018

Quarterly Newsletter

The Good, The Bad, and The Ugly

Latest issue of the Swan Quarterly Newsletter regarding the Defined Risk Strategy


A look at the world of managed finance from Durango, CO and elsewhere…
From the desk of Randy Swan



Quarterly Newsletter - Contents

Randy Swan and the investment team compile market insights, strategy and portfolio analysis into this regular quarterly newsletter.  This quarterly publication also provides investors and professionals alike with a range of updates regarding various investment solutions, Swan content releases, important events, and more.

The Defined Risk Strategy is a unique investment approach that can be applied to a range of asset classes and has been incorporated into a number of investment solutions, including 40 Act mutual funds, separately managed accounts, a custom overlay and Collective Investment Trusts (CITs).

Previous GBU Issues (Last 12 Months)



GBU-Issue-27 Q4-2017


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