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Our Process
"Our investment process combines quantitative fundamental analysis with over 450 qualitative macro and microeconomic indicators to identify attractive investment areas with the potential for price appreciation. We look at several standard metrics against historical comparisons and then look to the qualitative metrics to find potential catalysts that may drive price appreciation. Additionally, we look at various sales and earnings growth forecasts in an effort to find investments that provide access to growth at a reasonable price."
Fundamental with a Catalyst
Quantitative
P/E, P/B, P/S
Aims to identify sectors, asset classes, or countries that appear undervalued relative to their historical mean
Qualitative
450+ Macro & Micro Indicators
Seeks to uncover a catalyst that should lead to near-term price appreciation (mean reversion)
P/E is price-earnings ratio, and is the ratio for valuing a company that measures its current share price relative to its per-share earnings. P/B is price-to-book ratio, and is a ratio used to compare a stock’s market value to its book value. It is calculated by dividing the current closing price of the stock by the latest quarter’s book value per share. P/S is price-sales ratio and is calculated by dividing the company’s market cap by the revenue in the most recent year; or, equivalently, divide the per-share stock price by the per-share revenue.
Main Management, LLC (“Main Management”, or the “firm”) is an investment adviser registered under the Investment Advisers Act of 1940. The firm was founded in 2002 and provides investment management services primarily to high net worth, family groups, foundations/endowments, and serves as a sub-advisor to third-party investment advisors & broker-dealers. The information contained herein was prepared using sources that the firm believes are reliable, but the firm does not guarantee its accuracy. The information reflects subjective judgments, assumptions and the firm’s opinion on the date made and may change without notice. The firm is not obligated to update this information. Nothing herein should be construed as investment advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable registration requirements. All equity investing entails risk of loss. The firm cannot assure any potential client that it will achieve the investment objectives discussed in these materials. In addition, potential clients should not assume that their returns, if any, will be comparable to returns that the firm earned in the past. The firm and its clients, affiliates and employees may, from time to time, have long or short positions in, and buy or sell, the securities or derivatives (including options) thereof, of the ETFs mentioned in these materials and may increase or decrease their positions.
