Quantitative Edge: Tactical Select and the Results of a Disciplined Process
Tactical Select: A Disciplined Investment Approach Using Quantitative Analysis
As markets evolve, long-term outcomes depend not just on staying invested, but on how risk is managed along the way.
In this webinar, the Stansberry Asset Management investment team will walk through the disciplined approach behind Tactical Select and how it may fit into a diversified portfolio.
What we cover:
- How quantitative analytics help manage risk and adjust exposure as conditions change
- The role of fundamental research in identifying opportunities
- Why discipline and process matter most when markets become volatile
- How this combined approach is designed to pursue alpha while managing downside risk
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.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262