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 12/31/22. The fund's latest filing disclosed 411MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 12/31/22. The fund's latest filing disclosed 411MM in positions, representing 66% of the manager's regulatory AUM.
MAIN STREET RESEARCH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAIN STREET RESEARCH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PG | 9.53% | Cons. Staples | -2.59% | -0.12% | 0 | 29% | ||
| MCK | 9.4% | Health | -7.28% | -0.23% | 0 | 17% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
MAIN STREET RESEARCH Portfolio Concentration
MAIN STREET RESEARCH Location
30 LIBERTY SHIP WAY
SUITE 3330
SAUSALITO, California
UNITED STATES, 94965
SUITE 3330
SAUSALITO, California
UNITED STATES, 94965
MAIN STREET RESEARCH Contact Information
Phone Number: 415-289-1010
Fax Number: 415-289-0105
Website: http://www.ms-research.com
Fax Number: 415-289-0105
Website: http://www.ms-research.com
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