Roundtree Capital Management

Roundtree Capital is committed to delivering high net worth individuals and institutions a unique hedge fund-style offering with investment minimums that are far more accessible than the industry standard. Roundtree's strategy is equity long/short & dollar-neutral, generating alpha via daily trading of the constituents in the S&P 500 index. Selections are generated by an advanced screening algorithm that uses a combination of 20+ fundamental, technical, and proprietary indicators. Highest returns are typically observed during periods of strong mean reversion and/or elevated volatility. Individual position holding periods vary from one day to several weeks, and portfolio daily turnover averages ~50%. The strategy is currently implemented via separately managed accounts. Roundtree also seeks to help individual and institutional investors who wish to perform their own analysis. As such, Roundtree has several data products currently available for purchase, and can be engaged to work on bespoke data production requests.