Qualitative Process

Our qualitative process is designed to determine the value of an investment by evaluating its non-numeric characteristics, such as management, employee morale, customer loyalty and brand value.

MainStreet Advisors’ qualitative research process begins with narrowing down the equity universe from approximately 1500 companies down to a list of approximately 150 names. Through the use of our multi-factor model, we are able to identify companies that form the basis of our buy and sell discipline.