ROUND TABLE Overview
Round Table Investment Manageme is an investment advisor that manages 985.4 MM dollars in regulatory AUM and has 19 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 468MM in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 468MM in positions, representing 48% of the manager's regulatory AUM.
ROUND TABLE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROUND TABLE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 12.43% | ETF | 8.9% | -0.02% | 0 | 13% | ||
| VEU | 10.93% | ETF | 4.33% | -0.42% | 0 | 4% | ||
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FEATURED IN
ROUND TABLE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven J. Giacona | Managing Member | October-1999 |
| Robert C. Davis | Chief Investment Officer | April-2006 |
| Ushir N. Shah | Chief Operating Officer / Cco | October-2011 |
| Richard B. Freeman | Partner | July-2001 |
ROUND TABLE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
ROUND TABLE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
RTWM primarily uses independent managers to implement investment recommendations. The Firm hires, monitors, and terminates managers as needed on behalf of the Firm’s clients. When determining an appropriate manager, fund, or investment, the Firm reviews and considers many factors including, historical returns, volatility, manager experience, style, drawdowns, turnover, and operational procedures. The Firm generally conducts both statistical screenings and in-person meetings prior to engaging the manager.
The Firm reviews performance data and conducts update calls with each manager at least quarterly. RTWM terminates managers when they do not meet performance objectives due to change in management, inability to alter their views given changing markets, being too risky or not risky enough, and other factors.
Investment Strategies
RTWM allocates assets across a broad range ...
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Methods of Analysis
RTWM primarily uses independent managers to implement investment recommendations. The Firm hires, monitors, and terminates managers as needed on behalf of the Firm’s clients. When determining an appropriate manager, fund, or investment, the Firm reviews and considers many factors including, historical returns, volatility, manager experience, style, drawdowns, turnover, and operational procedures. The Firm generally conducts both statistical screenings and in-person meetings prior to engaging the manager.
The Firm reviews performance data and conducts update calls with each manager at least quarterly. RTWM terminates managers when they do not meet performance objectives due to change in management, inability to alter their views given changing markets, being too risky or not risky enough, and other factors.
Investment Strategies
RTWM allocates assets across a broad range ...
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ROUND TABLE Portfolio Concentration
ROUND TABLE Location
319 LENOX AVE.
WESTFIELD, New Jersey
UNITED STATES, 07090
WESTFIELD, New Jersey
UNITED STATES, 07090
ROUND TABLE Contact Information
Phone Number: 908-789-7310
Fax Number: 908-789-7312
Website: http://www.roundtableservices.com
Fax Number: 908-789-7312
Website: http://www.roundtableservices.com
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