Evergreen Investing: Building Wealth that Endures
What Should Stay Constant in Your Portfolio When Markets Change?
From AI-driven spending, volatile interest rates, shifting market leadership, and escalating geopolitical conflict investors have plenty to navigate.
As active managers, we believe investment opportunities change with the market environment - but certain principles should remain evergreen.
Join our investment team to hear how we’re viewing the markets today, what we’re watching as we head toward year-end, and the evergreen principles we believe should guide a long-term portfolio.
📆Date: Wednesday, September 2nd
⏰Time: 4 PM Eastern / 1 PM Pacific
What you’ll learn:
- Our investment team’s perspective on the market themes, risks, and opportunities shaping the months ahead
- What makes a portfolio evergreen - The characteristics and principles that can help investors stay positioned through changing market environments.
- Live Q&A with our investment team - Get answers to the questions that matter most to you
- An exciting firm update from our team!
Meet the Speakers
Austin Root
Chief Investment Officer
Austin Root is the Chief Investment Officer at Stansberry Asset Management, where he oversees the development and management of investment strategies across all portfolios. He brings extensive experience from his previous roles as Director of Research at Stansberry Research and portfolio manager for Stansberry Portfolio Solutions.
Before joining SAM, Austin co-founded North Oak Capital, a New York-based hedge fund backed by Julian Robertson and Tiger Management. He also held senior investment roles at SAC Capital Advisors, D.F. Dent & Company, and began his career at the Blackstone Group. Austin holds an MBA from Stanford Graduate School of Business and a BS in Commerce from the University of Virginia. Austin resides in Maryland with his wife and three kids and enjoys golf, exercise, card games, and, yes, spends even a lot of his free time learning about businesses and what makes them tick.
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Michael Joseph, CFA
Deputy Chief Investment Officer, Portfolio Manager
Michael is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management. His duties include sourcing investment opportunities and conducting ongoing due diligence across SAM’s portfolios. Michael manages our Income and Tactical Select strategies.
Prior to joining SAM, Michael worked with high-net-worth private clients for the largest independent wealth management firm in the United States. He was also a senior analyst for one of the largest investment-grade bond managers in America. Michael joined SAM in 2017.
Michael’s investment thinking has been featured in dozens of articles published in Fortune, Kiplinger, Advisor Perspectives, and the Stansberry Digest. He is the author of “A Dollar for Fifty Cents: Proven Strategies to Outperform the Market with Closed-End Funds”.
Michael holds an MBA from the University of California, Davis and a BA from San Francisco State University where he majored in History. He earned the Chartered Financial Analyst (CFA) charter in 2017.
Michael currently resides in Arizona with his wife and two children. He serves as a Board Member for Copper State Credit Union and is an Advisory Board Member for the Arizona Council on Economic Education.
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Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262
Stansberry Asset Management ("SAM") is a Registered Investment Adviser with the United States Securities and Exchange Commission. File number: 801-107061. Such registration does not imply any level of skill or training. Under no circumstances should this report or any information herein be construed as investment advice, or as an offer to sell or the solicitation of an offer to buy any securities or other financial instruments. For more information on SAM, please visit here.
Stansberry & Associates Investment Research, LLC ("Stansberry Research") is not a current client or investor of SAM. SAM provides cash compensation to Stansberry Research for Stansberry Research's advisory client solicitation services for the benefit of SAM. Material conflicts of interest may exist due to Stansberry Research's economic interest in soliciting clients for SAM. Certain Stansberry Research personnel may also have limited rights and interests relating to one or more parent entities of SAM. For important information about Stansberry Research's relationship with SAM, click here.