Round Table

Fund Investment Objectives

The Round Table Global Macro Fund seeks to provide exceptional risk-adjusted returns using a discretionary, thematic macro strategy.The fund targets 20% gross expected returns with annual volatility anticipated to be in the range of 15%. Our process focuses on identifying macro thematic trends which are anticipated to provide high expected returns over the intermediate horizon. We also seek to identify dislocations through fundamental, technical, and quantitative analysis. Capital is committed on a discretionary basis. Allocations are determined by the CIO and CRO, drawing from an investment process which relies upon rigorous research, market expertise, and a disciplined risk management system.