Swan Global Investments

Overview

At Swan Global Investments, everything we do, from our investment philosophy to our process and investment decisions, is to serve the best interests of long-term investors. Founded in 1997 by Randy Swan, a life-long investor and experienced risk manager, the firm began as an independent RIA seeking to provide investors with strategies that would directly address market risk while pursuing long-term growth.

These entrepreneurial roots and independent spirit still run deep within our firm today.  Our guiding ‘Always Invested, Always Hedged’ investment philosophy drives our distinct goals-based, hedged equity approach seeks to generate consistent returns and avoid losing big—two keys to long-term investment success.

Actively Seeking Best Interests of Long-Term Investors

We believe Modern Portfolio Theory, or diversification by asset allocation, is limited and only part of the solution, and that stock selection or market timing is difficult to consistently execute over time to outperform the market

We refuse to accept that large losses and multi-year recoveries are necessary consequences of market risk. Instead, “by actively seeking to not lose big, we believe investors will be better off in the long run.” (Randy Swan, Founder, CEO and Lead PM)

Since 1997, Swan Global Investments has expanded to become an asset manager offering a range of investment solutions that address the fundamental challenge to investors: market risk.

While investors are often told to ‘buy and hold’, research from Dalbar, Inc. and other sources repeatedly show that investors find it difficult to know when to buy, and in volatile times they find it difficult to hold, often leading investors to ‘buy and fold’.

Instead of ‘buy and hold’ our investment philosophy is to buy, hold, and hedge. 

By remaining Always invested, Always hedged’ our time-tested hedged equity approach seeks participation in upside moves in equity markets while mitigating losses in bear markets, attempting to smooth returns over full market cycles so investors remain invested and on track towards their goals.

Our investment management team, leaders in hedged equity and options strategies, are dedicated to helping investors grow and protect wealth.