ORR yields 5.56% · MAIN yields 7.09%● Live data
📍 MAIN pulled ahead of the other in Year 1
Combined, ORR + MAIN cover 0 of 12 months — good coverage
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ORR is an actively managed ETF aiming for capital appreciation through both long and short equity positions. The long portfolio targets undervalued or growth potential equities, with a focus on developed markets. Long positions may exceed 100% of net assets, capped typically at 150%. Short positions focus on U.S.-listed companies and ETFs expected to decline, influenced by declining future cash flow projections. ORR can have short exposure up to 100% and may include inverse or leveraged ETFs. The fund actively trades positions, resulting in high annual portfolio turnover. The portfolio may also short foreign currencies through currency forward contracts to manage risk.
Full ORR 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.