Swan Defined Risk Strategy

The Swan Defined Risk Strategy 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.


  •  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