OVERVIEW
MainStage Capital is an Options Strategy based Hedge Fund, officially launched in 2023 but portfolio management is not new to us. Portfolio Manager Corey Lane has been managing a private fund since early 2020 with exceptional results through a market environment that’s proved challenging for most investors.
Our approach aims to minimize total portfolio volatility risk, which generating absolute returns through the selling of options, with minimal reliance on market direction.
OUR PROCESS
WHAT WE DO
We identify positions that have a highly favorable risk/reward payoff and enhanced probability with minimal reliance on economic or market direction.
Constant vigilance for macro market analysis, security and option selections and investment execution.
HOW WE DO IT
We utilize our unique blend of top down market analysis, sector and industry group analysis, accompanied by a highly disciplined security and option position selection process.
We apply proprietary management systems developed for more than a decade for portfolio allocation, risk monitoring and trade selections.
WHY WE DO IT
Our core purpose is to deliver returns for our clients who entrust their assets to our care.
We have a proven track record of consistent performance in low & high volatility environments.
CHANGE IS GOOD!
We are here to break the barriers of what’s expected from the traditional investment world. We see things differently, and do things our own way. And we’re hellbent on winning, together, one trade at a time.
OUR INVESTORS COME FIRST.
The bottom line for all of our decisions is about “how will this impact the portfolio’s performance, and ultimately the lives of the investors”. Every decision we make, puts YOU FIRST.
INVESTMENT TEAM
we’re not your typical wall street traders
Corey Lane | Managing Partner | Portfolio Manager
Corey did not grow up with a strong financial background. He is an accomplished musician and producer with major label records deals and publishing deals with the likes of Warner Brothers and the WWE. He began his trading and investing career in 2005 in pursuit of a more consistent way to generate income and build wealth for his family.
Corey currently serves as a managing partner and portfolio manager at MainStage Capital Group, LLC, where he is responsible for the trading, oversight of trading policies, strategies and procedures, and day-to-day management of the Partnership.
He is also serves a lead portfolio manager for a private fund with currently about $23 million in AUM, producing consistent returns for the investors, even in the most challenging of market envorionments.
Corey is also a managing partner and lead mentor at TradersArmy.com, an educational platform for individual traders and investors who want to learn professional trading and risk management.
Chuck Fulkerson | Managing Partner | Portfolio Manager
Chuck has been trading and investing in the financial markets for over 16 years, and is a managing partner and trader at MainStage Capital Group, LLC, where he is responsible for the trading, oversight of trading policies, strategies and procedures, and day-to-day management of the Partnership.
Chuck was an investment adviser representative of Symphony Financial, Ltd. Co. D/B/A IIE Financial, an SEC-registered investment adviser in Texas, where he uniquely combined options and equity positions in order to achieve client objectives.
In addition to his experience managing the funds of others, Chuck currently serves as a managing partner and lead mentor at TradersArmy.com, an educational platform for individual traders and investors who want to learn professional trading and risk management for personal portfolio management.
INVESTOR RELATIONS
John Joseph Jr. | Managing Partner | Investor Relations
John Joseph, born in 1971, has been in the Real Estate industry for over two decades. John began his career in Real Estate in 2000, working as a lobbyist/consultant for two prominent law firms in Austin, Texas; wrapping up his time at Clark, Thomas & Winters, PC, which was, at the time, one of the oldest and largest law firms in Austin, Texas. John’s work primarily focused on developers and property owners seeking to navigate the increasingly arduous right-to-build, and entitlement processes in Austin, and Travis County. It was over these many years, John became interested in the owning/investing of real estate, rather than consulting & advising.
In the years that followed, John shifted away from consulting, and focused his energy knowledge into investment & acquisition (of real estate), ultimately growing his investment portfolio, from New York to Florida, and from Michigan & Illinois to the Southwest. John has underwritten performance on thousands of assets, acquired, invested, and owned/sold over $400M in assets.
Soon after the 2008 financial crisis, as the finance and real estate markets were looking for their bottom, John entered the world of investing in the stock market. John is now a Managing Partner of MainStage Capital Management, focusing on Investor Relations, and general business operations. He has invested/partnered in featured film projects in the entertainment industry, and currently, owns and working on a reality TV series.
Contact US
Phone:
(512) 774-4570
EMail:
Address:
501 Congress Ave. Suite 150
Austin, TX 78701