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Buy, Hold, and Hedge

We believe markets tend to go up over time, so we're ALWAYS INVESTED.

We also believe severe losses can derail investors' goals, so we're ALWAYS HEDGED.

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Swan Global Investments in the News

IBD logo

Use ETFs To Stay Invested Without Fearing The Bear'

Article posted Sept. 19, 2017

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Forbes.com -

Forbes.com -

'Buy Low, Sell High with This Strategy'

Interview by Wallace Forbes, CFA,  February 23, 2017

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FA Magazine article

Financial Advisor Magazine - 'Keeping the Bear at Bay'

by Marla Brill,  August 5, 2016

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Swan Global Investments -

Barron’s -

‘An All-Weather Mutual Fund’

by Sarah Von Max, April 23, 2016

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Real Thought Leadership

Active vs. Passive Blog | Swan Global Investments

New White Paper - Active vs. Passive

Losing the Forest for the Trees

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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The Retirement Conundrum - Untying the Gordon Knot - white paper - Swan Global Investments

White Paper -        The Retirement Conundrum 

Untying the Gordian Knot

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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Hope for the Best, Prepare for the Worst - white paper - Swan Global Investments

White Paper  –   Hope for the Best, Prepare for the Worst

by Marc Odo,  CFA®, CAIA®, CIPM®, CFP®

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Insights into the DRS from the Portfolio Managers

Randy Swan - CEO, Founder, Portfolio Manager

Rob Swan - COO, Co-Portfolio Manager

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A Message from Founder, Randy Swan

Randy Swan discusses how the Defined Risk Strategy is designed to address the investment challenges of today and tomorrow.

Meet Swan Global Investments

Learn more about the Swan team and the
unique design of the Defined Risk Strategy.

MORE ABOUT SWAN