Roosevelt Capital Management Corporate Bond Strategy

Performance

Roosevelt Capital Management has a 14-year track record in corporate bonds that has significantly outperformed its benchmark and the bond market.

Customizable

SMA structure supports customized portfolios of individual bonds tailored to the investor's objectives and constraints.

Flexibility

Roosevelt Capital Management has the processes and systems in place to seamlessly move between investment grade and high yield corporate bonds as client needs evolve.

Relatively Liquid

Roosevelt Capital management invests client capital in the liquid parts of the corporate bond market.

April 2026 - When Correlations Rise

Dear Investors and Friends, March was an interesting month. Geopolitical developments, including rising tensions involving Iran, contributed to a meaningful increase in oil prices.…

April 21, 2026

March 2026 - Liquidity Risk and the Value of Separately Managed Accounts

Dear Investors and Friends, Investors today are navigating a wide range of risks, including geopolitical tensions, signs of a softening U.S. labor market, and rapid technological d…

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February 2026 - The Owl in the Coalmine

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