Investment Philosophy - Roundtable Capital Partners Inc.

Investment Philosophy

BOTTOM-UP APPROACH: Roundtable chooses securities through fundamental analysis of individual companies and associated industry conditions. Although Roundtable does not attempt to predict the general direction of overall markets, the macro-economic environment is not ignored. The “macro” is understood from the “micro” in this “bottom up” approach.

OPPORTUNISTIC STYLE: Roundtable believes that opportunities in any one strategy may become scarce at times, and therefore uses a multi-strategy approach to drive performance. Overall, Roundtable favours “growth” stocks but looks at “value” stocks to act as a “safe harbour” in times of above-normal volatility, high inflation and/or high/rising interest rates.

CONCENTRATED PORTFOLIOS: The Funds typically hold approximately 25-35 core positions with a targeted horizon of 12 months or more. Shorter-term trading positions may be initiated in addition to these “core” holdings as opportunities are identified.

CAPITAL PRESERVATION: Roundtable’s strategic bias is to be “long” as opposed to “short” to capture the upward drift inherent in equity markets. However, Roundtable uses short positions to provide downside protection in times of aggregate market downturns.




	Investment Philosophy BOTTOM-UP APPROACH: Roundtable chooses securities through fundamental analysis of individual companies and associated industry conditions. Although Roundtable does not attempt to predict the general direction of overall markets, the macro-economic environment is not ignored. The “macro” is understood from the “micro” in this “bottom up” approach. OPPORTUNISTIC STYLE: Roundtable believes that opportunities in any one strategy may become scarce at times, and therefore uses a multi-strategy approach to drive performance. Overall, Roundtable favours “growth” stocks but looks at “value” stocks to act as a “safe harbour” in times of above-normal volatility, high inflation and/or high/rising interest rates. CONCENTRATED PORTFOLIOS: The Funds typically hold approximately 25-35 core positions with a targeted horizon of 12 months or more. Shorter-term trading positions may be initiated in addition to these “core” holdings as opportunities are identified. CAPITAL PRESERVATION: Roundtable’s strategic bias is to be “long” as opposed to “short” to capture the upward drift inherent in equity markets. However, Roundtable uses short positions to provide downside protection in times of aggregate market downturns.