Defined Risk Strategy
Who We Are
Leaders in Hedged Equity & Options Strategies Since 1997. Swan Global Investments launched the Defined Risk Strategy, a distinct hedged equity approach that addresses the fundamental challenge to long-term investors: market risk. Our time-tested, goals-based approach blends passive equity investing with active risk management, seeking to generate consistent long-term returns and preserve irreplaceable capital. By redefining how investors can manage risk, we are redefining investing in the modern and ever-changing investment landscape. Define risk. Improve outcomes. That’s Investing Redefined®.