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Stansberry Asset Management Marks 2 Year Anniversary of Tactical Select Portfolio

This unique approach enables the investment team to identify and capitalize on opportunities that may not be apparent to other investors.

A New Era of Tactical Investing

Stansberry Asset Management’s SAM Tactical Select portfolio has been a game-changer in the tactical investing space. Since its inception, the portfolio has demonstrated remarkable performance, outperforming its benchmark by a substantial margin. This achievement is a testament to the power of combining fundamental and quantitative approaches to investment analysis.

Key Features of Tactical Select

  • Fundamental Analysis: SAM’s fundamental analysis team conducts in-depth research on companies, evaluating their financial health, competitive position, and growth prospects.

    The Portfolio Management Process

    The portfolio management process is a critical component of the investment strategy, ensuring that the portfolio remains aligned with the client’s goals and risk tolerance. This process involves a thorough evaluation of each potential investment opportunity, using a combination of quantitative and qualitative factors.

    Quantitative Risk Metrics

    To identify potential risks, the portfolio is monitored using a set of quantitative risk metrics. These metrics include:

  • Value-at-Risk (VaR): measures the potential loss of a portfolio over a specific time horizon with a given probability**
  • Expected Shortfall (ES): measures the average loss exceeding VaR**
  • Sharpe Ratio: measures the excess return of a portfolio relative to its risk**

    • Qualitative Factors

    In addition to quantitative metrics, the portfolio is also evaluated using qualitative factors.

    Tactical Select is designed to provide a flexible and adaptable approach to portfolio management, allowing clients to respond quickly to changing market conditions.

    The Concept Behind Tactical Select

    Tactical Select is built on the principle of active management, which involves making informed investment decisions based on real-time market data and analysis.

    For more information about the Tactical Select portfolio and SAM’s broader suite of investment strategies, please visit our website at www.stansberryam.com. CONTACT: Claire Snider [email protected] 646.854.4370

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