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Current Monthly Fact Sheet

Swan Defined Risk Strategy Select Composite

Review the per­for­mance and risk/return met­rics in this Fact Sheet for the Swan Defined Risk Strat­e­gy (DRS).

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Fact Sheet Contents — Swan Defined Risk Strategy

Strat­e­gy Objec­tive: Launched in July 1997, the DRS is an active­ly man­aged, hedged-equi­ty, rules-based process that is designed to hedge again­st large stock mar­ket decli­nes and provide sta­ble returns over a full mar­ket cycle.

Key Dis­tin­guish­ing Char­ac­ter­is­tics: 

  • Dis­tinct, inno­v­a­tive approach to address mar­ket risk
  • Always hedged, all the time, using put options
  • Diverse and time-test­ed options strate­gies
  • No reliance on mar­ket tim­ing or stock selec­tion
  • Proven track record seek­ing con­sis­tent returns while min­i­miz­ing loss­es in bear mar­kets

Per­for­mance Sum­ma­ry* (incep­tion of Swan DRS to cur­rent mon­th)

Risk Return Sum­ma­ry* (incep­tion of Swan DRS to cur­rent mon­th)

Moun­tain Chart — Growth of $100,000* (incep­tion of Swan DRS to cur­rent mon­th)

Annu­al Returns* (incep­tion of Swan DRS to cur­rent mon­th)

 

 

About Swan Glob­al Invest­ments: 

Randy Swan start­ed Swan Glob­al Invest­ments in 1997 as a way to sup­ply invest­ment man­age­ment ser­vices that were not avail­able to most investors. Ear­ly in his finan­cial career, Randy saw that options pro­vid­ed a way to min­i­mize invest­ment risk. His inno­v­a­tive solu­tion was the pro­pri­etary Swan Defined Risk Strat­e­gy, which has pro­vid­ed mar­ket lead­ing, risk-adjust­ed returns through a com­bi­na­tion of tech­niques that seeks to hedge the mar­ket and gen­er­ate mar­ket-neu­tral income. The firm is head­quar­tered in Duran­go, Col­orado with offices in Puer­to Rico and Tam­pa, Flori­da. Swan believes in acces­si­bil­i­ty and trans­paren­cy and avoids mul­ti­ple lay­ers of man­age­ment to provide supe­ri­or cus­tomer ser­vice.

 

The Swan Defined Risk Strat­e­gy Invest­ment Process

The Swan Defined Risk Strategy Investment Process | Swan Global Investments

 

*Note — In this fact sheet we provide 2 rel­e­vant bench­marks for the Swan Defined Risk Strat­e­gy: the S&P 500 Index and a 60/40 port­fo­lio, com­prised of 60% S&P 500 Index and 40% Bar­clays U.S. Aggre­gate Bond Index. See the fact sheet for full dis­clo­sures.