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 09/30/16. The fund's latest filing disclosed 167MM in positions, representing 17% of the manager's regulatory AUM.

ROUND TABLE StockAlpha

-3.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ROUND TABLE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NMFC 11.14% Financials 2.11% -0.93% 3 3%
IWB 8.44% ETF 1.58% 0% 0 4%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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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ROUND TABLE Portfolio Concentration

ROUND TABLE Location

319 LENOX AVE.
WESTFIELD, New Jersey
UNITED STATES, 07090

ROUND TABLE Contact Information

Phone Number: 908-789-7310
Fax Number: 908-789-7312
Website:

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