2022 SAM Investment Story

2022 was an interesting year for investors. See how two of SAM’s strategies performed during significant market drawdowns and how SAM prepared clients for anything that the market threw their way.

Merger Arbitrage

Merger Arbitrage, which is the art of monetizing takeover deal spreads, is a compelling investment strategy given its propensity to generate attractive idiosyncratic returns. Recently, the complex regulatory and geopolitical environments have lengthened deal timelines and lowered the probability of completion. Consequently, these dynamics have created very wide deal spreads.

But it has also created very attractive mis-pricing, and therefore, lucrative investment opportunities for informed merger arbitrage managers. You’ll read about the basics of the strategy, and how SAM employs its research framework to capitalize on the mis-pricing for our clients.

Income Investment Strategies

Don’t miss this must-read report from SAM detailing the 10 different income-generating options for navigating today’s challenging market. The risks and opportunities in today’s income investment universe are dramatically different than just a few years ago. This report reveals our favorite strategies that you can use today to generate meaningful income from your investments.

A Guide to Close-End Funds

A key concept of investing is to buy at a discount to intrinsic value. In other words, buy things on sale. Easy to understand. Hard to execute. But there’s an exception – an obscure part of the investment world called closed-end funds. They regularly trade at discounts. But you need to know what to look for. And what to look out for. Learn all that and more in our guide to closed-end funds.

Target-Date Funds Miss the Mark

In this guide, you will read about why the target-date funds marketing pitch is detached from reality. You’ll see the unbelievably risky way that allegedly conservative funds actually invest, and we will provide an approach that we believe is a superior way to grow and protect your wealth.

Four Steps to Take BEFORE You Invest Another Dollar!

Investing can be challenging. In this paper, you will learn about what SAM believes is the most overlooked step to achieving financial independence. As well as the simple factor that has led to positive investment returns 100% of the time, and one of the worst mistakes you can make as an investor… that almost everyone makes!