Tactical Select is an optimized blend of SAM’s fundamental, qualitative approach and TradeSmith’s™ proprietary quantitative system.

Only investments that meet our fundamental criteria and stand up to rigorous testing via TradeSmith’s™ suite of tools 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 TradeSmith’s™ risk metrics and will exit positions that no longer satisfy our strict scoring criteria.

The degree to which we are invested is guided by TradeSmith’s™ assessment of market conditions. We expect to be less invested during unfavorable times. Conversely, we’ll look to be more fully invested when TradeSmith™ has identified that conditions are ripe.