MAIN MANAGEMENT LLC Overview
Main Management Llc is an investment advisor that manages 663.2 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/13 to 09/30/21. The fund's latest filing disclosed 931MM in positions, representing 140% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 09/30/21. The fund's latest filing disclosed 931MM in positions, representing 140% of the manager's regulatory AUM.
MAIN MANAGEMENT LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAIN MANAGEMENT LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MBB | 13.16% | ETF | -0.56% | -0.5% | 1 | 3% | ||
| PFF | 7.51% | ETF | 0.89% | -0.43% | 0 | 6% | ||
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FEATURED IN
MAIN MANAGEMENT LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James W. Concidine | Managing Member, Chief Financial Officer | July-2002 |
| Mary Miner | Member | April-2002 |
| Kim D. Arthur | Managing Member, Ceo And President | August-2002 |
| Blaine Docker | Chief Operations Officer | February-2007 |
| Hafeez A. Esmail | Chief Compliance Officer | March-2013 |
MAIN MANAGEMENT LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
MAIN MANAGEMENT LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
8a: Analysis
Main Management uses multiple sources of information to obtain analysis and strategies. They include sources such as proprietary internal research, paid research from external sources, financial newspapers, financial magazines, inspections of corporate activities, corporate rating services, prospectuses, company press releases and corporate conference calls.
8b: Investment Strategies
Main Management’s philosophy is that asset allocation is the dominant driver of long-term portfolio returns. In addition to size and style, fundamental sector analysis is crucial to portfolio returns. When it comes to the implementation of well-diversified portfolios, ETFs offer tremendous advantages over actively managed approaches in the areas of cost and tax efficiency, transparency, and trading flexibility.
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8a: Analysis
Main Management uses multiple sources of information to obtain analysis and strategies. They include sources such as proprietary internal research, paid research from external sources, financial newspapers, financial magazines, inspections of corporate activities, corporate rating services, prospectuses, company press releases and corporate conference calls.
8b: Investment Strategies
Main Management’s philosophy is that asset allocation is the dominant driver of long-term portfolio returns. In addition to size and style, fundamental sector analysis is crucial to portfolio returns. When it comes to the implementation of well-diversified portfolios, ETFs offer tremendous advantages over actively managed approaches in the areas of cost and tax efficiency, transparency, and trading flexibility.
ADV PART 2 A BROCHURE ...
Unlock Full Investment Process Description
MAIN MANAGEMENT LLC Portfolio Concentration
MAIN MANAGEMENT LLC Location
601 CALIFORNIA STREET
SUITE 620
SAN FRANCISCO, California
UNITED STATES, 94108
SUITE 620
SAN FRANCISCO, California
UNITED STATES, 94108
MAIN MANAGEMENT LLC Contact Information
Phone Number: 415-217-5800
Fax Number: 415-217-5803
Website: http://www.mainmgt.com
Fax Number: 415-217-5803
Website: http://www.mainmgt.com
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