Swan Global Investments Interview 1

Swan Global Investments Interview 1

March 24, 2015 | Podcast

This is the first of two interviews of brothers Randy and Rob Swan of Swan Global Investments re: their Defined
Risk Strategy method of investing.  This strategy buys the US Equities
market thru Sector ETF’s, then protects them thru the purchase of long term
puts, which they hold for about a year.  The cost of this protection is
designed to be reduced thru the collection of income thru option spread
positions sold throughout the year.  It is available in both Separately
Managed Acct’s and thru a Mutual Fund.  This is a very unique strategy
that you will find to be very interesting. 
As of the date of this interview,
Partnervest Advisory Services did not hold an ownership position of the SDRIX
mutual fund discussed during the interview.  Also, this interview is not
an offer to sell SDRIX to any listener.


Free Industry News

Subscribe to our free newsletter for updates and news about alternatives investments.

  • This field is for validation purposes and should be left unchanged.


Latest Alternative Investment News

Venture Capital: JMI Closes Oversubscribed Fund XI At $2.4B
March 21, 2023     Latest News, News, Venture Capital

JMI Equity has closed JMI Equity Fund XI and JMI XI Executive Fund with total commitments of $2.4 billion. The oversubscribed fund received strong support from new and existing investors,…

Alternative Investments/ESG: Fidelity Debuts Climate-Focused, Global Bond ETF In Europe

Fidelity International has launched a new fixed income ETF in Europe, targeting climate-conscious investors. The Fidelity Global Government Bond Climate Aware UCITS ETF is designed to provide exposure to a…

FinTech: Users Can Now Receive Western Union Remittances Into Vietnam’s Highly Popular MoMo App
March 21, 2023     FinTech, Latest News, News

Western Union and MoMo have announced a collaboration enabling MoMo’s 31 million customers to receive Western Union money transfers through the MoMo app. This is the first time Western Union’s…

Artificial Intelligence: Accenture Snaps Up India-Headquartered Industrial AI Firm Flutura

Accenture (NYSE: ACN), a global professional services company, has announced its acquisition of Flutura, an industrial artificial intelligence (AI) company based in Bangalore, India. Flutura specializes in industrial data science…