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Communications

Effective and regular communication with our clients is a cornerstone to Roundtable’s philosophy. Clients invested in the Roundtable Funds receive monthly statements. Additionally, clients received monthly Fund Commentary and our quarterly piece entitled the Roundtable Discussion.


Fund Commentary

Each month, we provide our clients with a report, entitled the Fund Commentary. In this monthly update, we present the performance of our Funds. The format of this communication is conversational and flexible, informing clients about the Funds and our strategic thinking providing insight into portfolio positioning, risk metrics and stock highlights.

These monthly commentaries are available upon request for investors who qualify as “accredited investors” as defined by the Ontario Securities Commission.

If you qualify as an accredited investor and are interested in receiving our monthly commentary, please contact us at the email below:

info@rcpinc.ca

Roundtable Discussion

Each quarter, we provide our clients with a report, entitled the Roundtable Discussion. In this quarterly piece, we provide our market musings and prognosticate of future opportunities.

These quarterly discussions are available upon request for investors who qualify as “accredited investors” as defined by the Ontario Securities Commission.

If you qualify as an accredited investor and are interested in receiving our quarterly discussion, please contact us at the email below:

info@rcpinc.ca


OFFERING MEMORANDUM

The Offering Memorandum is available upon request for investors who qualify as “accredited investors” as defined by the Ontario Securities Commission. If you qualify as an accredited investor and are interested in receiving a copy of the offering memorandum please contact us at the email below:

info@rcpinc.ca