SDAAX

About SDAAX

Swan Defined Risk Growth Fund Class A is an open-end mutual fund that employs a unique hedged equity approach focused on U.S. large-cap equities, particularly those represented in the S&P 500 Index. The fund’s primary objective is to achieve long-term capital appreciation while managing downside risk through its proprietary Defined Risk Strategy. This strategy combines direct and indirect investments in large-cap U.S. equities or ETFs with a disciplined use of exchange-traded options, notably long-term put options, to hedge against market downturns and minimize losses during bear markets. Additionally, the fund uses put and call options on various equity indices to enhance return potential. Its portfolio construction distinguishes itself by emphasizing growth over protection, devoting a smaller portion of the budget to hedges and instead increasing equity exposure for capital growth. The Swan Defined Risk Growth Fund Class A plays a notable role in the market by offering growth-oriented investors a way to participate in equity market upside while seeking to limit drawdowns during periods of market stress, thus catering to those who value both return potential and risk mitigation in their investment strategy.