Illustrative example. Past performance is not indicative of future results.
Fundamental, with a catalyst
Valuation discipline sets the entry. An observable catalyst shapes the timing. The same two questions have governed every Main Management position since 2002.
The two questions behind every position
Valuation tells us where to look, and a catalyst tells us when to act. The first sets the entry and the second shapes the timing.
The same philosophy underpins Main’s strategy lineup, model portfolios, and advisor partnerships.
The firm behind the process
Main Management was founded in 2002 as an early adopter of building active, transparent portfolios with ETFs — long before that approach was common. We’re partner-owned and independent, with no outside parent steering the research, and the same investment team runs every vehicle: the Main ETFs, model portfolios on the major platforms, and directly managed accounts for private clients and institutions.
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Partner-owned & independent
The firm has no outside owners, so the investment view answers only to the committee.
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Refined through cycles
More than twenty years of refining the same process.
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Major platform availability
Live on the platforms advisors actually use — LPL, Orion, Envestnet, GWN, Altruist, and more.
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Active since 2002
The team you talk to today is the team running the portfolios.
The indicators behind the committee’s view
We monitor more than 450 macro, fundamental, and sentiment indicators, refreshed daily, across the asset classes we invest in. We look for conclusions that several independent indicators support.
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Valuation & fundamentals
The math of the position — what we are paying, what we are getting, how the trend is moving.
- Forward P/E, P/B, P/S by sector and country
- Historical percentile bands & relative valuation
- Earnings revisions, margins, free-cash-flow yield
- Analyst estimate dispersion & quality
- Capex, buybacks, balance-sheet health
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Macro & catalyst
The forces that move markets between asset classes — rates, growth, policy, the dollar.
- Rates, credit spreads, yield-curve shape
- ISM, PMI, and sector-sensitivity readings
- Currency regime and USD direction
- Policy, regulation, geopolitics
- Commodity and capital-cycle inflections
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Sentiment & technical
What the market is doing — positioning, breadth, flows, the things that move before fundamentals do.
- Breadth and advance-decline composites
- Positioning, flows, and short interest
- Volatility regime and term structure
- Relative-strength trend persistence
- Cross-asset correlation breaks
Talk with the team
Walk through the current portfolio positioning, the two questions behind each weight, or how the framework would sit alongside what you already run.