Company Summary

Roundtable provides actively managed pooled fund offerings to high net worth individuals, families, endowments and foundations.

Our central mission is to build and protect the capital of our clients who seek superior long-term absolute returns. We focus on a limited number of client relationships to ensure the highest standard of personal service.
Roundtable is registered with the Ontario Securities Commission as an Exempt Market Dealer, Portfolio Manager and Investment Fund Manager. The Roundtable Funds are purchased via Offering Memorandum.

Source: Roundtable Capital Partners Inc.

Unique Value Proposition

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.

Source: Roundtable Capital Partners Inc.

AUM ($Bil)


Year Founded


Key Personnel

Jim Allan, Chairman
Geoff Spidle, President
Peter McCarthy, BA, Principle


130 Adelaide Street West, Suite 2102
Toronto, Ontario M5H 3P5

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