Investment Management Approach
Roundview Capital manages client capital utilizing a research-driven, disciplined, and multifactored investment process that has been refined over time and is guided by three general principles:
- A Holistic Approach
- Multifactor Investment Research
- Risk Management
Investment Management Approach
A Holistic Approach
Before an investment program can be established, we must fully understand our clients’ financial objectives, needs, concerns, and aspirations. Having the “complete picture” enables our team of professionals to manage portfolios in alignment with our clients’ key objectives.
Multifactor Investment Research
Roundview Capital’s process utilizes an analytical and research-driven approach to make rational investment decisions. Our team continuously tracks and monitors a wide variety of valuation measures, macroeconomic data, asset classes, and sentiment indicators. We analyze a broad spectrum of companies in order to make assessments of different business models and opportunities across the capital structure.
Risk Management
Those who make the best choices in life tend to understand risk and manage it well. Roundview Capital has successfully guided its clients through periods of investor over-exuberance and market panic.