Randy Swan discusses how the Defined Risk Strategy is designed to address the investment challenges of today and tomorrow.
Investing involves risk. Bear markets (large losses in the market in excess of 20%) occur more often, cause more damage, and require longer recover time than investors may realize. At Swan Global Investments we believe the pain of large stock market declines is not the price investors must pay to achieve their goals. That’s why we developed the Defined Risk Strategy.
Since 1997, the Defined Risk Strategy has helped investors grow and protect wealth by seeking to produce consistent returns and protect captial during large stock market declines.
Sean McCaffrey, Managing Director at Swan Global Investments, outlines the Dual Dilemma investors face with equities near all-time highs and yields near all-time lows, the impacts of that dilemma on the traditional 60/40 portfolio, and makes the case for why a hedged equity approach, like the Defined Risk Strategy, may help address this Dual Dilemma.
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.
Sean McCaffrey, Managing Director at Swan Global Investments, discusses how investor emotion often dictates their investing behavior, usually to their detriment, and therefore strategies that can smooth returns and protect capital can help in turn smooth emotions to help improve investor outcomes.