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Swan Global Investments

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Type

Hedge Fund Manager

Location

Durango CO US

Alternative Asset Classes

HF

Established

2012

Firm Ownership

-

Investment Team Staff

Total Staff

3
Swan Global Investments is a hedge fund manager based in Puerto Rico, established by Randy Swan in 1997. The firm employs a Defined Risk Strategy (DRS), a rule-based, hedged equity approach designed to protect against major stock market declines and generate market-neutral income through options. DRS aims to deliver stable returns similar to a balanced portfolio and to outperform across full market cycles, including both bull and bear markets. The strategy is available through mutual funds, separate accounts, custom overlays, private funds, and collective investment trusts. The firm also has offices in Colorado, Texas, Florida, and New York.
Asset Class No. of Funds Currently Managed Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity - -
Real Estate - -
Private Debt - -
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 8 Long Bias, Long/Short Equity, Value-Oriented

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12 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Chief Compliance Officer Durango, US HF
Chief Financial Officer Durango, US HF
Client Portfolio Manager New York, US HF
Chief Operating Officer & Portfolio Manager Durango, US HF
Director of Trading Durango, US HF

Showing 5 of 12 known decision makers at Swan Global Investments

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8 Hedge Funds Managed

Fund Name Share Classes Inception Date Core Strategy Status Latest AUM
Value-Oriented Active
Value-Oriented Active
4 Long Bias Active
4 Long Bias Active
4 Long Bias Active

Showing 5 of 8 hedge funds managed by Swan Global Investments

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1 Known Investors

Investor Number of Funds Type City Country Asset Class
1 Private Sector Pension Fund HF

Showing 1 of 1 known investors in Swan Global Investments funds

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