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Swan Defined Risk Fund Class C Shares (SDRCX)

Fundos dos EUA

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14,91 +0,03 +0,20%

22/11 - Fechado. Moeda em USD

Classificação da Morningstar:
Total de ativos: 80,36M

Tipo: Fundo

Mercado: EUA

Emissor: Swan

Classe de Ativo: Outros

SDRCX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Swan Defined Risk Fund Class C Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de SDRCX, entre outras informações.

Categoria

Options Trading

Total de ativos

80,36M

Despesas

2,21%

Data de início

41200

Informações de Contato

Endereço Durango, CO 81301
Durango,CO 81301
United States

Telefone -

Site www.swandefinedriskfunds.com

Principais Executivos

Nome	Título	Desde	Até
Christopher Hausman	Portfolio Manager	2018	Agora
Biografia	Chris is the Director of Risk Management and Chief Market Technician at Swan and assists in the daily operations and trading for all Defined Risk Strategy investments and positions. Before joining Swan, Chris started his career as an investment banking analyst before transitioning to the trading pits of Chicago. In 1996, Chris became a market-maker for Wolverine Trading, LLC where he worked on the floor of the Chicago Mercantile Exchange, trading options on the S&P 500 futures index, and on the Pacific Stock Exchange, trading options on Microsoft. In April 1999 as Senior Trader, Chris joined an options broker-dealer (STC, LLC) founded and managed by Anthony Saliba. During that same period, he also served as lead instructor for the International Trading Institute Ltd., teaching option strategies and risk management techniques to market makers and traders from around the world. In January 2002, Chris joined CAZ Investments in Houston, TX, where he held the position of Senior Vice President. He re-joined Mr. Saliba in a new venture, Saliba Portfolio Management, as Senior Portfolio Manager and Chief Portfolio Strategist in January 2004 and ultimately became the Director of Trading Operations in January 2011.
Robert P. Swan	COO	2016	Agora
Biografia	Robert Swan serves as the Chief Operating Officer and a portfolio manager of Swan Capital Management, providing daily oversight of operations, investment management, trading, and the development and maintenance of proprietary technologies enabling the firms to scale and execute the DRS strategy. Prior to joining affiliated Adviser Swan Global Investments, LLC in 2010 and the sub-adviser in 2014, Mr. Swan worked at Boeing Company as a flight testing and aerodynamics engineer. Mr. Swan graduated from the University of Texas with a BS in Aeronautical and Astronautical Engineering.
Randy Swan	Founder	2012	Agora
Biografia	Randy Swan, President, is the founder of Swan Capital Management, LLC and Swan Global Management, LLC. Oversees the team that runs all of the firm's investment activities. Before starting the Sub-Adviser in 2014, the Adviser in 2012 and Swan Global Investments, LLC in 1997, Randy was a KPMG senior manager working in their Financial Services Group, primarily with insurance companies and risk managers. It was here where Randy conceived Swan’s investment strategy of using the options market to manage portfolio risk, similar to how the insurance companies were managing their insurance portfolios.
Micah Wakefield	-	2018	2022
Biografia	Micah’s responsibilities include research and analysis, strategic planning, project management, publishing white papers, and the development and roll out of new Swan DRS products. He has an extensive track record in portfolio management, trading, analysis, and business management. Prior to joining Swan, Micah spent over five years as a director and advisor at a financial advisory firm. He also has more than eleven years of management experience.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Swan Defined Risk.	14,91	+0,03	+0,20%