Randy Swan discusses his firm’s Defined Risk Strategy, or DRS. Mr. Swan believes modern portfolio theory is limited. The DRS involves paring options with underlying positions in equities or other assets. Mr. Swan says it all comes down to building a better portfolio with better tools. He says the motto of the Defined Risk Strategy is “always invested, always hedged.” He says the value his firm provides is coming up with a cost-effective way to hedge the portfolio as well as generate income by selling short-term options.
Full interview available here.
Interview Highlights: Albert Grosman of CrearBridge Investments on Investing Strategies
August 04, 2016
Interview Highlights: Gregory A. Gizzi of Delaware Investments on Investing Strategies
August 19, 2016
Interview Highlights: Daniel Lang of RS Investments on Investing Strategies
August 31, 2016
Interview Highlights: Sam Peters of ClearBridge Investments on Investing Strategies
October 05, 2016
Interview Highlights: Lisa Z. Ramirez of Denver Investments on Investing Strategies
October 06, 2016
