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WEBSITE
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SECTOR
Financial Technology and Services
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INVESTMENT YEAR
2014
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STATUS
Realized, shares repurchased by company in 2021
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LOCATION
Durango, CO
Swan Global Investments
Asset manager providing hedged investment strategies to individuals, institutions and advisors.
Investment Theme
The massive wave of retiring baby boomers is driving demand for consumer-friendly, low-cost asset management solutions and services.