Roosevelt Capital Management Corporate Bond Strategy

The Roosevelt Capital Management Corporate Bond strategy seeks current income and capital appreciation consistent with the preservation of capital.

Key Benefits

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.

Commentary

November 2025 - When Liquidity Returns Before It’s Needed

November 2025 - When Liquidity Returns Before It’s Needed

Dear Investors and Friends, For most of the past two years, the Federal Reserve has been shrinking its balance sheet through quantitative tightening, allowing bonds to mature witho…

November 14, 2025
October 2025 - When the Risk-Free Rate Isn’t Risk-Free

October 2025 - When the Risk-Free Rate Isn’t Risk-Free

Dear Investors and Friends, In August we wrote about the illusion that sometimes what looks like rising wealth is simply a weakening currency. When money itself loses purchasing po…

October 14, 2025
September 2025 - When Politics Pressures Money: What History Says About Inflation, Long Rates, and Stocks

September 2025 - When Politics Pressures Money: What History Says About Inflation, Long Rates, and Stocks

Dear Investors and Friends, Last month, we explored the paradox of rising equity markets in a world where purchasing power is declining. Our point was simple: nominal gains are not…

September 04, 2025