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.

May 2025 - How the Machine Works: Trade, Dollars, and the Global System

Dear Investors and Friends, This month’s letter departs from our ongoing “Why Bonds, What Bonds, and How Bonds” series. After a volatile April, we felt compelled to pause and addre…

May 14, 2025

April 2025 - The Market’s Not-So-Classic Panic

Dear Investors and Friends, Given the extraordinary political, economic, and market developments in April—beginning with Trump’s “Liberation Day” and the subsequent tariff announce…

April 22, 2025

March 2025 - How to Buy Bonds: Bond Funds vs. Individual Bonds

Dear Investors and Friends, Over the past three months, we’ve explored the fundamentals of fixed income investing, answering two crucial questions: Why Bonds? and What Bonds to Buy…

March 18, 2025