Robert Roell

Background

About Robert Roell

At Bridgewater, I manage a Gate Fund Silo, serving as Silo Head, Portfolio Manager, and leader of a team dedicated to building investment systems for Bridgewater. Experience and Track Record Summary: Highly skilled investment professional with a curious mind and an ability to think independently. Investment experience spans 20+ years of research and portfolio management, including 15+ years managing my market neutral strategy. Excellent investment track record as demonstrated by my global market neutral strategy: 492.6% cumulative return, 15.1% annualized return, 502.5% cumulative alpha,+15.2% annualized alpha relative to the S&P 1500, Sharpe ratio 0.76 over 15+ years. Expert investor in Financial Services, Financial Technology, Real Estate, and Housing/Construction industries. Investment approach is fundamentally driven with quantitative, technical, and macro overlays. Expert knowledge/experience using cross-sectional risk models, including Bloomberg and Barra. Experience building/leading talented investment teams in a highly competitive environment. Market Neutral Strategy Performance: 2006:+15.6% return,+12.6% alpha,0.64 Sharpe 2007:+34.8% return,+30.2% alpha,1.75 Sharpe 2008:+31.9% return,+35.5% alpha,2.05 Sharpe 2009:+24.3% return,+14.4% alpha,1.01 Sharpe 2010-0.4% return-12.2% alpha-0.06 Sharpe 2011:+15.2% return,+15.4% alpha,1.50 Sharpe 2012:+25.2% return,+19.5% alpha,3.90 Sharpe 2013-4.6% return,+0.4% alpha-0.34 Sharpe 2014:+8.0% return,+10.1% alpha,0.50 Sharpe 2015:+12.3% return,+11.8% alpha,1.40 Sharpe 2018:+21.4% return,+15.6% alpha,1.74 Sharpe 2019:+20.5% return,+57.9% alpha,0.45 Sharpe 2020:+5.3% return,+7.5% alpha, 0.16 Sharpe 2021:+12.8% return,+17.2% alpha,1.04 Sharpe 2022: NDA 2023: NDA