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

February 2026 - The Owl in the Coalmine

February 2026 - The Owl in the Coalmine

Liquidity, Leverage, and the Structure of BDCs Executive Summary Business Development Corporations (BDCs) provide retail access to private credit. They lend to middle market compan…

February 24, 2026
February 2026 - The Safest Part of Your Portfolio Has Been Anything But

February 2026 - The Safest Part of Your Portfolio Has Been Anything But

Dear Investors and Friends, Market narratives change quickly. Gold has moved higher. Bitcoin has been hammered. Technology and software stocks, which until recently appeared to mov…

February 12, 2026
January 2026 - The 2026 Base Case, and Why We Don’t Rely on It

January 2026 - The 2026 Base Case, and Why We Don’t Rely on It

Dear Investors and Friends, Each January, markets are flooded with forecasts. Growth, inflation, interest rates, stocks, bonds, all wrapped into neatly packaged “base cases.” This …

January 05, 2026