BondPlus: A Different Approach to Fixed Income
Introducing BondPlus: SAM’s New Fixed Income Strategy
📆Date: Wednesday, October 8th
⏰Time: 4 PM Eastern / 1 PM Pacific / 3 PM Central
Bond yields are at their most attractive levels in nearly two decades, creating unique opportunities for investors. Today, fixed income is offering more than just income—it’s providing meaningful diversification and a potential hedge against equities.
In this upcoming investor webinar, SAM Deputy Chief Investment Officer, Mario Valente, CFA, will walk through the core features of our newest BondPlus strategy—and discuss the broader market environment that makes this approach so timely.
This session is designed for investors looking to explore a differentiated way to strengthen portfolios—without relying on conventional approaches.
Mario Valente, CFA
Deputy Chief Investment Officer, Portfolio Manager
Mario is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management (SAM). He is responsible for sourcing and monitoring positions across the firm’s strategies, while also serving as a principal spokesperson for the team’s investment philosophy with clients.
Prior to joining SAM, Mario was the Director of Investment Grade Research at Zazove Associates, a multi-billion dollar investment firm specializing in convertible securities management. He was previously a Senior Credit Analyst at Sandelman Partners, a multi-strategy hedge fund focused on fixed income relative-value investing. Mario started his buy-side asset management career with Citadel in 2001, where he was one of the first credit research analysts hired into the Convertible Arbitrage group.
Mario holds a BA from Stanford University where he majored in Economics. He has also completed graduate-level coursework in Statistics & Data Science at The Massachusetts Institute of Technology. Mario earned the Chartered Financial Analyst (CFA) charter in 2011, and currently serves on the Board for the CFA Society of San Francisco.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262