SAM's Investment Philosophy

When we describe Sam's investment style, we say that we take an informed, active, and sophisticated approach. But what does that mean? Informed means that we have done the in-depth research and analysis to know what you own and why you own it. At Sam, our decisions are driven by deep fundamental analysis. We do our homework to understand the business and industry. We read the filings. We speak with company management teams, all to make sure we know the businesses our clients own and why they own them. Steve McLaughlin Active means we don't simply hold and hope. We believe that investing is seasonal. What works in one type of market may not work in another. That's why we take an active approach. The risks and rewards of different types of investments are always changing. Through our active approach, we look to position our clients the best way possible, no matter what type of market we're in. Sam, our clients are looking for a business and business and business. Sophisticated means that we are providing detailed, institutional-grade investment analysis and strategies to all our clients, no matter the size of their accounts. That could mean a hedging strategy to protect your capital, or a merger arbitrage investment in which we're evaluating the probability of a successfully completed corporate acquisition, or the evaluation of an esoteric but opportunistic credit investment where equity-like investment where equity-like returns may be possible. Or, for qualified investors, access to a diversified, highly selective set of alternative investment opportunities outside of the public markets. At Sam, we used our informed, active, sophisticated approach with one thing in mind, to help our clients remain on track to reach their financial goals in the safest, most efficient, and most rewarding way possible.