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

April 2024 - The Pitfalls of Money Market Funds: A Case for US Treasuries

April 2024 - The Pitfalls of Money Market Funds: A Case for US Treasuries

Dear Investors and Friends, One of the most pressing inquiries we encounter is the question of whether money market funds harbor risks. While it's true that investors have historic…

April 24, 2024
March 2024 - Navigating Market Timing and Fear-Driven Selling

March 2024 - Navigating Market Timing and Fear-Driven Selling

Dear Investors and Friends, In the complex world of investing, one of the most prevalent and costly errors individuals make is succumbing to the allure of market timing and allowin…

March 26, 2024
February 2024 - How to Get a Lump Sum of Long-Term Capital Invested in the Market Without Losing Sleep

February 2024 - How to Get a Lump Sum of Long-Term Capital Invested in the Market Without Losing Sleep

Dear Investors and Friends, Warren Buffet, when talking about the demise of Long-Term Capital Management, once commented that, “…to make money they didn’t have, and didn’t need, th…

February 27, 2024