MAIN STREET RESEARCH Overview

Main Street Research Llc is an investment advisor that manages 619.3 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 512MM in positions, representing 83% of the manager's regulatory AUM.

MAIN STREET RESEARCH StockAlpha

-3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MAIN STREET RESEARCH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 5.75% Cons. Staples -5.48% -0.14% 0 24%
FB 2.95% Tech -8.05% -0.26% 0 37%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MAIN STREET RESEARCH Founders and Key Employees

Name Title In Position Since
James E. Demmert Managing Partner April-2000
Charito A. Mittelman Chief Compliance Officer, General Counsel February-2011

MAIN STREET RESEARCH Brokers, Custodians, Auditors and Administrators

Type Company

MAIN STREET RESEARCH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS


We use the following methods of analysis in formulating our investment advice and/or
managing client assets:


Fundamental Analysis: We attempt to gauge the intrinsic value of securities, industries, sectors, regions and asset classes by looking at economic and financial factors (including traditional measures of valuation, the overall economy, industry conditions, and financial conditions) to determine if a security is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate general market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating a security


Technical Analysis: Technical analysis involve...
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MAIN STREET RESEARCH Portfolio Concentration

MAIN STREET RESEARCH Location

30 LIBERTY SHIP WAY
SUITE 3330
SAUSALITO, California
UNITED STATES, 94965

MAIN STREET RESEARCH Contact Information

Phone Number: 415-289-1010
Fax Number: 415-289-0105
Website:

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