Total Alpha aims to capture the upside of bull markets
while implementing tight risk management to protect
your capital during prolonged market downturns.
In addition to owning some of the
world's best businesses at its core,
Total Alpha is often a strategy where we implement some of the
more sophisticated investment strategies that we use at SAM,
including event-driven investing,
merger arbitrage,
and special situation investing.
Total Alpha will also tend to be broadly diversified
across several industries and asset types.
The way SAM sees it,
all investors have some combination of just three investment goals.
They want to get wealthy,
they want to stay wealthy,
or they want to generate meaningful current income.
Of course,
many investors have all three of those goals in mind,
and they want to be able to get wealthy,
or they want to generate meaningful current income. And that's really what Total Alpha is designed to do.
The strategy takes a balanced approach,
aiming to achieve all three of those goals,
growth,
capital preservation,
and income generation.
Total Alpha is a comprehensive investment strategy
that is likely to be a good fit for at least part of
your investment portfolio if two things are true.
First,
you have a longer-term investment horizon.
In other words, years, not months.
And second, you have a balanced
set of investment goals.
You're looking to grow your wealth,
protect it from large losses,
and generate some income along the way.
If that sounds like you,
and it aligns with your risk tolerance,
Total Alpha could be a fit for you.
