Swan Global Investments
Institutional Hedged Equity. Actively Managed Since 1997.
What We Offer
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Hedged Equity38 DownloadsOur distinct approach combines the return potential of equity markets with the risk mitigation power of options for hedging.
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Derivative Income39 DownloadsOur ‘active-active’ approach combines active stock selection with active options strategies to seek income and growth of capital.
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Options Overlays40 DownloadsFor more specific situations, our custom overlay solutions can be tailored to meet investor needs and objectives.
Insights
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A Deep Dive into Buffered ETFs31 DownloadsThe Defined Outcome investment landscape is rapidly evolving, offering new opportunities for managing risk and return with greater precision. As market conditions shift, understanding how these strategies function—and where they fit within a diversified portfolio—is essential.
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Hedged Equity: For the Best of Times, For the Worst of Times47 DownloadsThe last five years have bombarded investors with a seemingly never-ending array of challenges. A once-in-a-century global pandemic, an extremely toxic political environment, the highest inflation seen in a generation, the largest European war since World War II, and the end of the “free money” era are just some of the obstacles facing investors. Yet despite all these obstacles the S&P 500 is up almost 90% as of this writing.
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The Case for Active Management of Hedged Equity32 DownloadsSwan Global Investments is a pioneer in hedged equity investing. Founded in 1997, Swan’s motto has been “Always Invested, Always Hedged” for over a quarter century. There were very few money managers promoting hedged equity in the late 1990’s. Therefore, it has been gratifying and validating to witness the explosion of interest in hedged equity over the last five years. According to Morningstar, as of June 30th, 2024 there is almost $100 billion invested across 438 Options Trading mutual funds and ETFs.
Research & White Papers
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Rethinking Yield30 DownloadsThis whitepaper explores the rapid expansion of derivative income funds and introduces a clearer framework for evaluating them. By breaking the landscape into three distinct categories—Growth & Income, All Income, No Growth, and Yield at All Costs—investors can better understand trade-offs, risk drivers, and long-term outcomes.
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“Irrational Exuberance” Revisited26 DownloadsIn this white paper, we revisit the 12 factors Shiller identified in the first edition of his book, Irrational Exuberance, to examine which factors are still relevant to today’s markets and discuss some new worries not in play 22 years ago that investors need to consider
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Is Private Credit the New Subprime?30 DownloadsHistory reminds us that risks rarely announce themselves in advance—but disciplined portfolios built with hedges are better positioned when they do.