Hedge Fund - Round Table Investment Management

Ian G. Banwell Bio, Returns, AUM, Net Worth

Ian G. Banwell's Round Table Investment Management has an estimated $300 million in assets under management, and has a penchant for financial and REIT investments.

Ian G. Banwell
Fund Profile
Filing Period:
Fund Name: Round Table Investment Management
Manager Ian G. Banwell
Portfolio Value $48,525,000
Change This QTR +0.45%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. BA 60,000 $8,675 NEW 17.87%
2. IEF 50,000 $5,631 11.6%
3. RKH 285,450 $4,222 -46% 8.7%
4. XLB 50,000 $3,908 -60% 8.05%
5.
Spdr Series TrustCALLCALL
100,000 $3,418 NEW 7.04%