Here we go again! 📈 The US Large Cap equity markets are displaying many of the same worrying traits that Robert Shiller identified in 2000. It’s not surprising that #riskmanagement is becoming a primary concern for investors. In this white paper, we revisit the 12 factors Schiller identified in the first edition of his book, #IrrationalExuberance, to examine which factors are still relevant to today’s markets and discuss some new factors not in play 22 years ago that investors need to consider. Are you invested AND hedged? We are. Always. #hedgedequity #alwaysinvested #alwayshedged #definedrisk https://lnkd.in/em2fbbPU
Swan Global Investments
Investment Management
Durango, Colorado 2,389 followers
Define Risk, Improve Outcomes - Investing Redefined®
About us
Investing Redefined® - Since 1997, our distinct hedged equity investment approach has been redefining investing by combining passive equity investment with active risk management to directly address the biggest threat long-term investors face: market risk. Market risk is too big a threat to investors to be dealt with passively. So we hedge it. Swan Global Investments is a leader in hedged equity and options-based strategies, providing goals-based investment solutions built on a time-tested “Always Invested, Always Hedged” philosophy that seeks capital appreciation while mitigating market risk. Our simple, yet innovative Defined Risk Strategy is a time-tested, hedged equity approach that seeks consistent long-term returns by combining the benefits of passive investing with active risk management to mitigate risks to irreplaceable capital. Over time, we have added to our investment product offerings, to include both passive and active hedged equity strategies, that are available across a range of asset classes and investment structures, including ETFs, mutual funds, separately managed accounts, multi-asset models, and custom portfolio overlays. Swan Global Investments is an asset manager with $2.7B under management (as of 1/31/22), headquartered in Durango, Colorado, with offices in Puerto Rico. Extensive research and thought leadership on a range of topics including the use of options-based strategies, portfolio construction and optimization, portfolio overlay strategies, and more, as well as, more about our company and our distinct, time-tested investment philosophy can be found on our website. Website swanglobalinvestments.com Disclosure swanglobalinvestments.com/disclosures/
- Website
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https://www.swanglobalinvestments.com
External link for Swan Global Investments
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Durango, Colorado
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Asset Management, Options Strategies, Investment Management, Hedged Equity, Portfolio Overlays, and Risk Management
Locations
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Primary
Get directions
1099 Main Ave
Durango, Colorado 81301, US
Employees at Swan Global Investments
Updates
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With the S&P 500 pushed by a few stocks to new highs and a Price-to-Book ratio above 5, a prudent plan might focus on #riskmanagement more than return management. Are you invested AND hedged? We are. ALWAYS. For more about our distinct and time-tested hedged equity approach, visit https://lnkd.in/eJdD5Z-A #hedgedequity #HEGD #alwaysinvested #alwayshedged https://lnkd.in/egA8wiS8
‘Crash proof’ your portfolio with these 10 stocks and 3 ETFs
marketwatch.com
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As we celebrate our 248th Independence Day this July 4th, we appreciate and never take for granted the hard-fought freedoms that we enjoy in our great republic! #StayIndependent
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Enjoying another great United Planners Financial Services Connect National Conference! We had a great turnout for our morning session "Keep Your Options Open: Risk Mitigation and Income".... UP Advisors, let's continue the conversation! Come see us at booth 63. #unitedplanners #UPCNC24 #options #riskmanagement #derivativeincome #hedgedequity
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Proud to support United Planners Financial Services - Grateful to Connect once again in Phoenix! In today's volatile market, your role is more critical than ever. We're here to help! Don't miss a timely session May 21st at 9:40 AM in the Ellis Northwest Room. Come by booth #63 to meet our team and discover how we can assist you! Seth Hiemstra, CRPC Ryan Williams Steve Bogosian
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A truly #active #derivativeincome ETF for investors actively seeking more. Cboe Listed, ticker: SCLZ
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A timely session is just ahead to explore your #options, especially in uncertain times like these - don't miss it. Join us in 1 hour, or register to get the material/replay on-demand.
Join us TODAY and dive into the world of options strategies with us as we explore income and risk management in today's uncertain market landscape. Learn how to navigate correlation convergence and generate income regardless of Fed rate policy. Don't miss out on this timely discussion – reserve your spot now! Host Todd Rosenbluth of VettaFi will be joined by our Swan PMs Robert Swan and Marc Odo Reserve your spot now! https://lnkd.in/gCQTEP6z
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Join us TODAY and dive into the world of options strategies with us as we explore income and risk management in today's uncertain market landscape. Learn how to navigate correlation convergence and generate income regardless of Fed rate policy. Don't miss out on this timely discussion – reserve your spot now! Host Todd Rosenbluth of VettaFi will be joined by our Swan PMs Robert Swan and Marc Odo Reserve your spot now! https://lnkd.in/gCQTEP6z
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Swan Global Investments reposted this
Thanks, Robert and Jeff, for showing us some great strategies for hedging our bets in client portfolios. #Thrive2024 #OutcomeOrientedInvestments Gregory Raines, April Booth, Jason Stone, Eric P. Miller, Chuck Hammond, CPFA®, AIF®, PPC®, CMFC®, Jasen Dahm, CFA, CPA, Stephen Wershing, Andrew Miller 🎯 🏦 Swan Global Investments
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