IVSS yields 0.07% · MAIN yields 6.91%● Live data
📍 MAIN pulled ahead of the other in Year 1
Combined, IVSS + MAIN cover 0 of 12 months — good coverage
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What's the optimal mix of IVSS + MAIN for your $10,000?
IVSS is actively managed and allocates approximately 80% of net assets to equity securities of US small- to mid-cap companies, defined as those with market capitalizations below $15 billion at purchase. These securities are believed to have potential for superior return. The investment process incorporates an Intrinsic Value Stewardship (IVS) analytical model that assesses factors such as profitability, competition, growth rate, cost of capital, and financing activities. The fund will hold at least 150 positions across various sectors but may take larger positions exceeding 5% in certain holdings or sectors. As a non-diversified fund, it invests in fewer securities than diversified funds. It also invests in convertible securities, preferred stocks, rights, warrants, real estate investment trusts (REITs), and American depositary receipts (ADRs).
Full IVSS Calculator →Main Street Capital Corporation is a business development company specializes in equity capital to lower middle market companies. The firm specializing in recapitalizations, management buyouts, refinancing, family estate planning, management buyouts, refinancing, industry consolidation, mature, later stage emerging growth. The firm also provides debt capital to middle market companies for acquisitions, management buyouts, growth financings, recapitalizations and refinancing. The firm seeks to partner with entrepreneurs, business owners and management teams and generally provides one stop financing alternatives within its lower middle market portfolio. It prefers to invest in air freight and logistics, auto components, building products, chemicals, commercial services, computers, construction and engineering, consumer finance, consumer services, electronic equipment, energy equipment and services, financial services, health care equipment, health care providers, hotels, restaurants, and leisure, internet software and services, IT Services, machinery, oil, gas and consumable fuels, paper and forest products, professional and industrial services, road and rail, software, specialty retail, telecommunication, consumer discretionary, energy, materials, technology, and transportation. The firm typically invests in lower middle market companies generally with annual revenues between $5 million and $300 million. It prefers to invest in ranging between $2 million and $75 million in equity investment and enterprise value in ranging between $3 million and $20 million. The firm typically prefers to invest in the range of $5 million and $50 million per transaction in debt investment value and in the range of $1 million and $20 million in annual EBITDA. The firm's middle market debt investments are made in businesses that are generally larger in size than its lower middle market portfolio companies. It takes 5 percent minority and up to 50 percent majority equity investments. Main Street Capital Corporation was founded in 2007 and is based in Houston, Texas with an additional office in Chojnów, Poland.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.