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- Education Tuck School, Williams College
- Qualifications MBA, CFA
- Industry Financial Services
- Investment Experience 30+ Years
- Founded 2000
- Company Name Swan Asset Mgmt
- Number of Employees 3
-
Blog
http://smithreports.word… - 3157 Limestone Road Suite 104 Cochranville Pennsylvania United States 19330
Swan Asset Mgmt
Investment Advisor
Swan Asset Management takes its name from the acronym for “sleep well at night.” The idea is to manage investment strategies that give investors some peace of mind during uncertain times. Swan offers several models, all of which use a hedged equity approach to give investors steady progress in good markets with limited downside in bad markets.
Investment process
Swan looks at equity investments from a fundamental perspective and tries to buy great companies at great values. While generally following a bottom-up process, top-down considerations also enter into play when stock selections are made. Larger companies are the primary focus, but mid-cap names may occasionally be included as well.
Company background
Swan Asset Management was formed in 2000 to provide investment advisory services for separate accounts and investment partnerships. One year later, it was merged into Philadelphia Investment Management Group while maintaining its unique investment strategies and independent management of all Swan portfolios. Swan addresses the specific needs and preferences of institutional and individual investors through hedged equity, traditional equity, balanced and fixed income account management.
Investment models
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International Hedged Equity
See full details- Approach Fundamental
- Asset class Equity
- Cap Bias Large caps
- Geography Global
Performance-
0.9%30 day
-
-1.3%365 days
-
2.9%S.I.
Monthly vs S&P500-4.3% 12 months
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Christian Agape Hedged Equity
See full details- Approach Fundamental
- Asset class Equity
- Geography US
Performance-
1.0%30 day
-
-2.4%365 days
-
4.7%S.I.
Monthly vs S&P500-3.4% 12 months
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Hedged Equity
See full details- Approach Fundamental
- Asset class Equity
- Geography US
Performance-
0.9%30 day
-
-0.7%365 days
-
3.9%S.I.
Monthly vs S&P500-2.1% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Christian moral principle investing - with strong returns
15 November 2011
Steve Smith of SWAN Asset Management discusses his approach to the market on this recent radio appearance.
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