Portfolio Strategies: Venture Growth

Portfolio Strategies

SAM Venture Growth

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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.

Download Sheet

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.

investment attributes
Cloud Computing

Cloud Computing

Clean Energy & Energy Storage

Clean Energy & Energy Storage

DNA Sequencing, Gene Therapy/Editing & Personalized Medicine

DNA Sequencing, Gene Therapy/Editing & Personalized Medicine

Blockchain Technology

Blockchain Technology

Mobile Gaming & Gambling

Mobile Gaming & Gambling

Cybersecurity

Cybersecurity

Advanced Robotics

Advanced Robotics

Network-Effects/Platform Business Growth

Network-Effects/Platform Business Growth

Software-as-a-Service(SaaS)

Software-as-a-Service(SaaS)

Social Media & Digital Advertising

Social Media & Digital Advertising

Artificial Intelligence & Quantum Computing

Artificial Intelligence & Quantum Computing

Augmented & Virtual Reality

Augmented & Virtual Reality

Top 10 Holdings as of 12/31/2023

HOLDING TICKER WEIGHTING
Timken Co TKR 4.43%
Datadog Inc DDOG 4.43%
Mercadolibre Inc MELI 4.16%
Evolution Ab ADR EVVTY 3.55%
Xylem Inc XYL 3.42%
Intest Corporation INTT 3.31%
US Dollars 3.24%
Airbnb ABNB 3.21%
Beacon Roofing Supply Inc BECN 3.14%
Shoals Technologies Group Inc SHLS 2.98%