The Case for Active Management of Hedged Equity

Swan Global Investments is a pioneer in hedged equity investing. Founded in 1997, Swan’s motto has been “Always Invested, Always Hedged” for over a quarter century. There were very few money managers promoting hedged equity in the late 1990’s. Therefore, it has been gratifying and validating to witness the explosion of interest in hedged equity over the last five years. According to Morningstar, as of June 30th, 2024 there is almost $100 billion invested across 438 Options Trading mutual funds and ETFs.