Lionscrest Advisors on Portfolio Insurance & Black Swan Hedging
For investors, wealth managers, and family offices — this New to The Street interview features Alex Dancy, Managing Director at Lionscrest Advisors, discussing how the firm helps clients protect portfolios against major market losses using Black Swan-style hedging strategies.
Partnered with Universa Investments, led by Mark Spitznagel with advisory input from Nassim Nicholas Taleb (author of The Black Swan), Lionscrest offers clients access to portfolio insurance that mitigates large drawdowns while allowing them to stay long in the market.
Dancy explains how deep out-of-the-money S&P 500 puts provide tail-risk protection — typically allocating just 3{d450b60efc35a2e17361b5d57bc194208ff1ac62c46bd45a026f4271e6a4dcc4} of capital to hedge a $10 million portfolio. This structure has historically outperformed 60/40 portfolios during crash years like 2008 and 2020, while modestly trailing in strong bull markets.
With a 26-year relationship with Universa, Lionscrest delivers institutional-grade hedging access to qualified purchasers ($5M+ investable assets) and operates international feeder funds for accredited investors abroad. The firm’s mission is simple: build terminal wealth while reducing the impact of catastrophic losses.
Visit lionscrestadvisors.com to learn more or contact the firm directly.
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