Swan Defined Risk Growth Fund Class A Shares
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Rating
Reward
Risk
Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Swan
Manager/Tenure
(Years)
(Years)
Christopher Hausman (6), Randy Swan (6), Robert P. Swan (6)
Address
1099 Main Avenue, Suite 206
Durango CO - 81301
Durango CO - 81301
Country
United States
Phone Number
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Investment Strategy
The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by investing directly, or indirectly in: capitalization-weighted U.S. large capitalization exchange-traded funds ("ETFs") that invest in equity securities that are represented in the S&P 500 Index, exchange-traded long-term put options on the S&P 500 Index for hedging purposes, and exchange-traded put and call options on various equity indices to generate additional returns.