WEBSITE

swanglobalinvestments.com
SECTOR

Financial Technology and Services
INVESTMENT YEAR

2014
STATUS

Realized, shares repurchased by company in 2021
LOCATION

Durango, CO

FTV TEAM

Kyle Griswold
Partner

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.

Recent News and Insights

Swan Global Investments Hedged Equity ETF Eclipses $75mm AUM

July 20, 2021

Swan Global Investments White Paper in ETF Advisor: Losing the Forest for the Trees – How the Active vs. Passive Debate Misses the Point

April 8, 2021

Swan Global Investments and the Investments & Wealth Institute Establish Partnership to Educate Financial Advisors on Options-Based Strategies

December 20, 2019

Gib Watson Joins Swan Global Investments as Chief Strategy Officer

June 24, 2019

A New Approach to Investing: Randy Swan of Swan Global Investments Reveals “Investing Redefined”

June 12, 2019

Swan Global Investments Ranked #3 on RIA Channel’s Top 100 ETF Power Users

February 28, 2019

Swan Global Investments Expands Mutual Fund Platform with the Launch of the Defined Risk Growth Fund

January 31, 2019

Swan Global Investments in RealClearMarkets: The Average Investor Is Unprepared For the Next Market Downturn

November 9, 2018

Swan Global Investments featured in The Durango Herald

October 20, 2018

Swan Global Investments’ Marc Odo in ETF Trends: Managing Expectations for the DRS during Drawdowns

July 30, 2018

Swan Global Investments’ Marc Odo in ETF Trends: Seeking a Sustainable Downside Protection Strategy

July 5, 2018

Swan Global Investments’ David Lovell in ETF Trends: Seeking Protection Against Bears Instead of Corrections

April 20, 2018

Swan Global Investments’ Marc Odo in ETF Trends: Risk Metrics for Alternative Funds: Introducing the StatMAP

April 2, 2018

Swan Global Investments white paper included in Savvy Investor’s top “investment industry” papers of 2017

January 8, 2018

Swan Global Investments’ Marc Odo in ETF Trends: An Equal Weight Approach to ETF Investing

December 28, 2017

Swan Global Investments’ Marc Odo in Advisor Perspectives: Why Target-Date Funds are Out of Date

December 13, 2017

Swan Global Investments’ Randy Swan on The Meb Faber Show: What Do You Do When Things Are Fundamentally Overvalued, But You Want to Remain Invested in the Market?`

November 29, 2017

Swan Global Investments’ Aashish Vyas in Reuters: ‘Stealth hedging’ shows investors not so complacent

November 24, 2017

Swan Global Investments in Investor’s Business Daily: How To Use ETFs To Stay Invested Without Fearing The Bear

September 18, 2017

Swan Global Investments’ Marc Odo in ETF.com: How ETFs Mitigate Market Risk

August 14, 2017

Swan Global Investments’ Marc Odo in ETF Trends: The Impact of Volatility on Investment Returns

August 3, 2017

Swan Global Investments in ETF Trends: ETF Managed Portfolios to Help Advisors Better Manage Risks

July 17, 2017

Swan Global Investments’ Micah Wakefield in InvestmentNews: How options can play a role in portfolios

July 12, 2017

Fox Business: Spotlight on Swan Global Investments’ Defined Risk Fund

July 6, 2017

Swan Global Investments’ Micah Wakefield in ETF Trends: Considering ETF Risks & Trends

May 23, 2017

Swan Global Investments’ Marc Odo in ETF Trends: The Elephant in the Room: Portfolio Construction and Systematic Risk

April 6, 2017

Forbes Interview with Randy Swan: Buy Low And Sell High With This Strategy

February 23, 2017

Swan Defined Risk: A Fund for All Seasons

March 23, 2016

Swan Racks Up $23M from FTV Capital

May 24, 2015

FTV Capital Leads $23 Million Funding in Swan Global Investments

March 24, 2015

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Swan Global Investments

Investment Theme

Recent News and Insights

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