Institutions

Q1 2026 Update

Prominent Awards

How SAM Invests

SAM’s investment approach is built on the integration of active portfolio management and disciplined portfolio construction, designed to meet a range of institutional objectives. We manage all strategies in-house, combining fundamental research with quantitative insights to identify high-conviction opportunities and actively manage risk. Portfolios are typically concentrated, allowing each position to have a meaningful impact, while maintaining diversification across sectors and market drivers.

Rather than relying on static allocations, we continuously evaluate market conditions and adjust exposures as needed, with a focus on downside awareness and long-term capital durability. Our strategies are structured to serve specific roles—capital preservation, income generation, and growth—while also offering balanced solutions that integrate all three within a single mandate.

Stansberry Asset Management is currently listed on SMArtX and Advyzon Platforms.

Our In-House Strategies

SAM actively manages the All-Weather strategy by
investing across low-correlation asset classes to reduce risk and smooth returns. The team takes an opportunistic, dynamic approach, adjusting the portfolio to capitalize on market shifts and protect against drawdowns, aiming to avoid the ups and downs of traditional equity exposure.

The Gold Strategy seeks to provide investors with a portfolio focused on gold and precious metals, aiming to preserve wealth and serve as a hedge against inflation and currency devaluation.

SAM’s Treasury strategy is designed to generate steady income while prioritizing safety and liquidity. It primarily invests in a ladder of short-term U.S. Treasury securities (maturing in under two years), which helps reduce risk and create a consistent stream of income as bonds mature at different intervals. By spreading investments across the yield curve, the strategy aims to enhance yield while maintaining diversification and flexibility.

The Income strategy seeks to generate reliable, meaningful income while also offering upside potential in rising markets and protection during market downturns. It is designed to yield significantly more than the broader equity market and to support long-term portfolio stability. The strategy balances income generation with capital appreciation, adapting to changing market environments to preserve and grow wealth.

The BondPlus strategy offered by Stansberry Asset Management (“SAM”) is an actively managed strategy focused on tactical security selection across the fixed income universe. This investment grade strategy is designed to have much less volatility than equities. We aim to capitalize on relative value opportunities, particularly across neglected asset classes like unrated securities and busted convertible bonds.

This strategy targets innovative, early-stage companies with strong financials and long growth runways. With a focus on secular trends and compounding potential, the strategy seeks to invest early and hold long-term as these businesses scale and transform industries.

The Forever strategy seeks to invest in high-quality businesses that we believe can be owned indefinitely. True to its name, the strategy focuses on companies with durable competitive advantages, strong fundamentals, and the ability to compound value over the long term. The goal is to build a concentrated portfolio of enduring businesses that do not require frequent trading or tactical shifts.

This strategy will aim to capture the upside of bull markets, while implementing tight risk management during prolonged market downturns. Total Alpha will typically be broadly diversified across several investment styles.

The Tactical Select strategy integrates qualitative judgment and quantitative risk management to pursue growth, capital preservation, and income generation. This strategy ensures diversification through active asset allocation and position sizing, typically holding around 40 positions depending on market conditions.

Cornerstone is a long-term strategy focused on owning high-quality businesses expected to perform well through full market cycles. It seeks to deliver growth while incorporating select hedging positions to help manage downside risk. The objective is to build a resilient portfolio with the potential for consistent performance in varying market conditions.