SAM Tactical Select
What is Tactical Select?
The Tactical Select strategy offered by Stansberry Asset Management, LLC (“SAM”) combines qualitative judgment with quantitative risk management to achieve growth, capital preservation, and income generation.
The Best of Both Worlds
Tactical Select is an optimized blend of SAM’s fundamental, qualitative approach and proprietary quantitative tools.
Only investments that meet our fundamental criteria and stand up to rigorous quantitative analysis are selected for this strategy.
We will continue to update the portfolio as we source new investment ideas that are optimal candidates for Tactical Select. We will also diligently monitor risk metrics and will exit positions that no longer satisfy our strict scoring criteria.
The degree to which we are invested is guided by our assessment of market conditions. We expect to be less invested during unfavorable times. Conversely, we’ll look to be more fully invested when conditions are ripe.
A Dynamic Strategy Driven by Data and Discipline
Tactical Select is designed for investors seeking a balanced approach to capital appreciation, risk management, and income generation. This strategy draws on the full range of SAM’s investment capabilities, blending a disciplined, qualitative process with a proprietary, algorithmically driven risk management framework. Tactical Select doesn’t chase market trends—it systematically evaluates them, making strategic investment decisions based on real-time market signals and fundamental analysis. The result is a dynamic portfolio that adapts to changing market conditions while maintaining a strong commitment to quality and diversification.
Algorithmic Risk Management Meets Fundamental Insight
What sets Tactical Select apart is its intelligent integration of quantitative precision with human insight. Our proprietary algorithms continuously assess macroeconomic indicators, market volatility, momentum factors, and other critical data points to determine overall market health. These insights guide the strategy’s exposure levels, allowing us to dial risk up or down depending on conditions. When the market presents heightened risk, Tactical Select will reduce exposure to preserve capital. In more favorable environments, it will increase allocations to high-conviction ideas that pass both our qualitative screens and algorithmic thresholds.
Active Allocation with a Purpose
Each position in the Tactical Select portfolio must meet SAM’s stringent standards for quality, value, and growth potential. The strategy typically holds around 40 positions, carefully selected for their alignment with our long-term investment philosophy and short-term tactical opportunities. Portfolio weightings are not static—they are dynamically adjusted based on the strength of each holding’s current fundamentals and its quantified risk-reward profile. This level of precision allows Tactical Select to maintain balance and agility across market cycles.
Ongoing Optimization and Vigilant Monitoring
We view portfolio construction as an ongoing process, not a one-time event. Our investment team continuously evaluates new opportunities, applying both qualitative research and algorithmic scoring to ensure new additions enhance the portfolio’s potential. Just as importantly, we remain vigilant in monitoring existing positions. If a holding’s fundamentals deteriorate or if its risk score declines, we may take decisive action to reduce or eliminate exposure. Tactical Select is always evolving—built to respond to today’s risks and tomorrow’s opportunities with confidence and clarity.
Still Have Questions?
We’re here to help. Contact Stansberry Asset Management for a personalized consultation if you’re considering the Tactical Select strategy for your investment goals. Let’s explore how this strategy can support your financial future.