ROUND TABLE Overview

Round Table Investment Management Company Lp is an investment advisor that manages 477 MM dollars in regulatory AUM and has 14 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 12/31/15. The fund's latest filing disclosed 20MM in positions, representing 4% of the manager's regulatory AUM.

ROUND TABLE StockAlpha

-9%
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
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FEATURED IN
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ROUND TABLE Founders and Key Employees

Name Title In Position Since
Ian G. Banwell Chief Executive Officer And Chief Investment Officer May-2007
Micheal P. Klein Chief Compliance Officer July-2011
Micheal P. Klein Chief Financial Officer August-2012

ROUND TABLE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

ROUND TABLE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Round Table currently concentrates its investments in two main strategies: (1) a global macroeconomic
strategy (the Global Macroeconomic Strategy” or “Macro Strategy”) and (2) a U.S. interest rate strategy (“Interest Rate Strategy”). Round Table's strategies are dependent on the services of Mr. Banwell and his discretionary market judgment. The absence of Mr. Banwell could have a negative impact on Round Table.

Round Table’s investment programs are speculative and entail substantial risks. In fact, the investment techniques that Round Table may employ can, in certain circumstances, substantially increase the adverse impact that market fluctuations have on Round Table’s investment portfolio. Accordingly, Round Table’s activities could result in substantial losses under certain circumstances. There can be no assurance that the investment objectives of Round Table, or any given strategy, will be...
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ROUND TABLE Portfolio Concentration

ROUND TABLE Location

214 NORTH TRYON STREET
SUITE 3000
CHARLOTTE, North Carolina
UNITED STATES, 28202

ROUND TABLE Contact Information

Phone Number: 704-208-3693
Fax Number: 704-208-3669
Website:

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