For Investment Managers

The edge is in the second order, and it is structural.

Everyone reads the same filings. Two holdings can look unrelated and depend on the same supplier, the same lender or the same jurisdiction. Structure, exposure and a research record that holds up when somebody asks how you knew.

Run by people whose backgrounds are BlackRock, Fidelity, DTCC, Bear Stearns, Capgemini and the Knightsbridge Group. Round Table is an operational ontology engine: every consequential act is attributed and hash-linked, and the record can be checked without trusting the vendor.

Written for chief operating officers and heads of risk first, and the investment team second.

What the pack shows

We scope the sector before we look at your book.

What somebody outside can check without you

An LP, an auditor or a regulator can verify the record independently. That is a different asset from a report that asks to be believed.

The sector first, your positions last

Your book is the last thing we look at, not the first. The structure it sits in is what determines whether a position is concentrated.

Chokepoints, with the opportunity as well as the risk

Nine chokepoints are marked in the public map on this site, and the same method runs against your own holdings from the inside.

Then your book, against that structure

A real query result against an illustrative graph, showing where the concentration you inherit from other people's suppliers actually sits.

Why it matters

Concentration is a relationship, not a line item.

Ask for the investment pack.

Thirteen pages, written for COOs and heads of risk. Sent on request, not published.