Webinar
February 17, 2026 03:00 PM America/Chicago
Quantitative Edge: Tactical Select and the Results of a Disciplined Process
Tactical Select: A Disciplined Investment Approach Using Quantitative Analysis
Join Stansberry Asset Management’s February investor webinar to learn how Tactical Select has been actively managed using quantitative analysis and fundamental research across changing market conditions.
📆Date: Tuesday, February 17th
⏰Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific
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’ll 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
Austin Root is the Chief Investment Officer of Stansberry Asset Management, where he leads the firm’s investment strategy and portfolio management. With experience across public and private markets, Austin brings a disciplined, research-driven approach to navigating changing market environments and managing risk across client portfolios.
Before joining SAM, Austin held senior investment roles at leading firms including Blackstone, SAC Capital Advisors, and Stansberry Research, and co-founded a hedge fund backed by Tiger Management. He holds an MBA from Stanford Graduate School of Business and a BS in Commerce from the University of Virginia—experience that informs SAM’s focus on thoughtful decision-making, diversification, and long-term capital preservation.
Michael Joseph
Michael is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management. He is responsible for sourcing investment opportunities, conducting ongoing due diligence, and managing SAM’s Income and Tactical Select strategies.
Before joining SAM in 2017, Michael worked closely with high-net-worth clients at the largest independent wealth management firm in the U.S. and served as a senior analyst at a leading investment-grade bond manager. His investment perspectives have been featured in national financial publications, and he is the author of A Dollar for Fifty Cents. Michael holds an MBA from the University of California, Davis, a BA from San Francisco State University, and earned the CFA charter in 2017.