Featured White Papers from Swan Global Investments

Swan Global Investments
277 East Third Avenue, Unit A
Durango, CO 81301

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(970) 382-8901

Swan Global Investments is an asset management firm that designed and manages of the Defined Risk Strategy (DRS), with over $2.5 billion in assets under management (as of January 31, 2016). Launched in 1997, the Defined Risk Strategy is a rules-based, hedged equity solution designed to protect against large stock market declines and generate market-neutral income with the goal of outperforming the S&P 500 over a full market cycle (both a bull and bear market). This proprietary strategy is available in Mutual Funds, Separately Managed Accounts, custom DRS Overlays on existing equity portfolios, and a Retirement Plan/ Collective Investment Trust (CIT) offering. Offices in Durango, CO with affiliated offices in Tampa and Puerto Rico. For more information, please visit http://swanglobalinvestments.com or call 970.382.8901.

Rethinking Investment Returns & How Math Impacts Results

April 29, 2016

Do investors really understand the math behind investment returns? Many investors make their investment decisions based upon emotions like fear and greed. They do not understand the math that drives successful long-term results and why this is important. Understanding the core mathematical principles driving investment returns can help investors make better investment decisions. The paper will focus on four core, interconnected mathematical principles, all of which are instrumental to achieving better investment results over time: 1. The importance and power of compounding 2. The value of avoiding large losses 3. The importance of variance drain 4. The importance of a non-normal distribution of returns These core principles are often overlooked, ignored, or misunderstood by investors and will be explored in this paper for the purpose of strengthening the decision-making process. There are a lot of misconceptions amongst investors as it relates to equity investment returns, hedged equity returns, and the math behind them. The goal of this paper is to establish that certain mathematical principles support the usage of a hedged equity approach over other traditional equity approaches for long-term investment growth.

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