Portfolio Strategies
SAM Venture Growth
What is Venture Growth?
The Venture Growth strategy offered by Stansberry Asset Management, LLC (“SAM”) is focused on generating long-term capital appreciation. This strategy does not have market capitalization constraints but often targets smaller companies that are earlier in their lifecycle and which we believe have long runways for growth ahead of them.
SAM believes in the power of compounding—investing early in innovative, well-run, financially strong companies and then staying invested as they grow into even better companies is a key component to building life-changing wealth.
Secular Trends in Innovation
Innovation is key to growth. Companies that embrace secular trends in innovation often help transform the way the world operates, while simultaneously producing attractive long-term investment returns.
Cloud Computing
Clean Energy & Energy Storage
DNA Sequencing, Gene Therapy/Editing & Personalized Medicine
Blockchain Technology
Mobile Gaming & Gambling
Cybersecurity
Advanced Robotics
Network-Effects/Platform Business Growth
Software-as-a-Service(SaaS)
Social Media & Digital Advertising
Artificial Intelligence & Quantum Computing
Augmented & Virtual Reality
Top 10 Holdings as of 3/31/2024
| HOLDING | TICKER | WEIGHTING |
|---|---|---|
| Datadog Inc | DDOG | 4.36% |
| Timken Co | TKR | 4.20% |
| Mercadolibre Inc | MELI | 3.87% |
| Airbnb Inc | ABNB | 3.76% |
| Xylem Inc | XYL | 3.74% |
| Evolution Ab ADR | EVVTY | 3.58% |
| The Vita Coco Company, Inc | COCO | 3.55% |
| Beacon Roofing Supply Inc | BECN | 3.41% |
| Salesforce Inc | CRM | 3.25% |
| Harrow Health Inc | HROW | 3.11% |