“Data from 1998-2007 shows that domestic equity indexing tends to outperform active management in the highest returning asset classes and tends to underperform active managers in the lowest-returning asset categories.”

-William Thatcher, Hammond Associates Institutional Fund Consultants, Inc.

 

Process

Analyze global macroeconomic and capital market fundamentals over 12-18 month time horizon
Consult with Main Management’s Advisory Board for fresh perspective, unique insights and formulate strategic targets
Evaluate each major asset class:

Perform fundamental research
Identify undervalued market sectors
Uncover catalyst
Rank sectors

• Identify the most appropriate ETFs to implement strategic asset allocation and express sector views by evaluating such factors as:

– Holdings
– Weighting methodologies
– Sector exposures
– Liquidity profiles
– Optionability
– Tracking error

• Monthly covered call option overlay is implemented on certain strategies