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

July 2024 - Outperforming the Bond Market

July 2024 - Outperforming the Bond Market

Dear Investors and Friends, Every month Mike and I put out a newsletter where we try to inform our readers not only about financial topics that are timely and relevant but also end…

July 23, 2024
June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns

June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns

Dear Investors and Friends, The impact of taxes on portfolio performance is an important but not exclusive consideration when making investment decisions. Unfortunately, like so mu…

June 25, 2024
May 2024 - Active vs. Passive Investing

May 2024 - Active vs. Passive Investing

Dear Investors and Friends, As we navigate the complexities of the financial markets, Mike and I want to share insights from two highly respected studies that shed light on the ong…

May 29, 2024