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.

December 2025 - Why QE in a Strong Economy? Understanding the Fed’s New Challenge

Dear Investors and Friends, After our November letter, several readers asked an important and very reasonable question: Why would the Federal Reserve even consider quantitative eas…

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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…

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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