Merger Arbitrage

Merger Arbitrage

Unlock Consistent Returns with Merger Arbitrage Discover the Strategic Advantage That Navigates Market Volatility In today’s unpredictable markets, finding a reliable investment strategy is more challenging than ever. Traditional methods, like the 60/40 balanced portfolio, have shown their limitations during times of heightened market instability. At SAM, we understand these challenges and have developed a…

Income Investment Strategies

Income Investment Strategies

Unlock the Secrets to Stable Income in Today’s Market Discover Ten Proven Strategies to Maximize Your Investment Returns Are you seeking reliable income amidst today’s unpredictable market conditions? Michael Joseph, CFA, Deputy Chief Investment Officer and Portfolio Manager, reveals ten actionable income investment strategies tailored for discerning investors like you. This comprehensive guide is your…

Alternative Investing

Alternative Investing

Discover the Power of Alternative Investments Unlock Higher Returns and Diversification with Expert Insights Are you considering expanding your investment portfolio beyond traditional stocks and bonds? Alternative investments are rapidly gaining popularity, offering individual investors access to unique opportunities once reserved for institutions. From private equity to hedge funds, these investments can deliver higher returns,…

A Guide to Closed End Funds

A Guide to Closed End Funds

Unlock the Hidden Potential of Your Investments: Discover the Power of Closed-End Funds! A Guide to Close-Ended Funds Are you ready to explore an investment strategy that goes beyond the ordinary? Closed-End Funds (CEFs) offer unique opportunities that can significantly boost your portfolio’s performance, but they’re often misunderstood. While most investors are familiar with mutual…

The Virtues of Alternative Investing – Fact or Fiction?
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The Virtues of Alternative Investing – Fact or Fiction?

The Virtues of Alternative Investing – Fact or Fiction? During this year’s annual Stansberry Research Conference in Las Vegas, SAM CIO Austin Root explains why alternatives should be a part of your portfolio. We believe that diversification is the cornerstone of successful investing, and it is crucial to explore avenues that extend beyond the traditional…