ROUNDVIEW CAPITAL LLC Overview

Roundview Capital Llc is an investment advisor that manages 387.6 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/09 to 09/30/16. The fund's latest filing disclosed 283MM in positions, representing 73% of the manager's regulatory AUM.

ROUNDVIEW CAPITAL LLC StockAlpha

-2.5%
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

ROUNDVIEW CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 10.31% Financials 10.89% -0.54% 0 28%
BND 2.92% ETF -3.38% -0.12% 0 4%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ROUNDVIEW CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Howard T. Alter Managing Partner April-2008
Stephen K. Shueh Managing Partner April-2008
George E. Andresen Executive Vice President, Chief Compliance Officer April-2008
Janet G. Chen Chief Financial Officer August-2008
Matthew D. Wallack Chief Investment Officer January-2014
Andrew S. Lieu Principal January-2015

ROUNDVIEW CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

ROUNDVIEW CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis. ROUNDVIEW CAPITAL, LLC, may seek arbitrage opportunities from perceived market inefficiencies.

The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.

Other sources of information that ROUNDVIEW CAPITAL, LLC, may use include Charles Schwab & Company Inc.’s "Schwab Advisor Services", TD Ameritrade’s “TD Ameritrade Institutional”, Bloomberg’s “Terminal Service” and the World Wide Web.





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Investment Strategies
ROUNDVIEW CAPITAL, LLC, see...
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ROUNDVIEW CAPITAL LLC Portfolio Concentration

ROUNDVIEW CAPITAL LLC Location

182 NASSAU STREET
SUITE 201
PRINCETON, New Jersey
UNITED STATES, 08542-7000

ROUNDVIEW CAPITAL LLC Contact Information

Phone Number: 609-688-9500
Fax Number: 609-688-9300
Website:

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