Main Management

Main Management, LLC is an employee owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations, institutional investors, trusts companies, Taft Hartley funds, pension funds, foundations, charitable trusts, family offices, investment advisors, and 401(k) retirement plans. The firm manages separate client-focused equity, balanced, and multi-asset portfolios. It invests in public equity, fixed income, and alternative markets across the globe. The firm also invests in exchange traded funds, exchange traded notes, and options. For its equity portfolios, it invests in stocks of large-cap companies in the United States and also across the globe except the United States. For its multi-asset portfolios, the firm invests in short term debt and currencies across the globe. For its balanced portfolios, it invests in U.S. treasury bonds and sovereign debt. The firm employs long only and hedging strategies to make its investments. It employs fundamental and quantitative analysis, with a focus on top-down and bottom-up research to make its investments. The firm benchmarks the performance of its portfolios against the S&P 500 Index, MSCI All Country World Index, Barclays Aggregate Bond Index, MSCI All Country World ex US index, HFRX Absolute Return Index, Bank of America USD LIBOR 3 month Constant Maturity, CBOE BXM, and S&P 500 TR Index. It obtains external research to complement its in-house research to make its investments. Main Management, LLC was founded in April 2002 and is based in San Francisco, California.