Roosevelt Capital Management Equity Strategy
The Roosevelt Capital Management Equity Strategy seeks long-term capital appreciation through building portfolios that are simple, low-cost and avoid the mistakes commonly made by investors.
Performance
Over 93.9% of active domestic equity funds underperformed the S&P Composite 1500 over the 20-Year period ended 12/31/2023. Unlike our actively managed fixed income strategies that involves purchasing individual securities, we believe long-term capital appreciation in equities can best be achieved by investing in a few key index-based ETFs coupled with thoughtful rebalancing on a regular basis.
Simplicity
Nearly every incoming equity portfolio we see is over-engineered and far too complex. This is confusing for the client, obfuscates returns, and hinders manager accountability. Our equity portfolios consist of only a few index-based investments rebalanced quarterly.
U.S. Focused
A U.S. centric strategy provided the best historical returns, and we believe offers the highest probability of success for the foreseeable future.
Tax Efficient & Low Cost
The impact of taxes and fees on investor long term returns are often ignored. Roosevelt Capital Management works to thoughtfully minimize taxes and because of its proprietary technology, which minimizes overhead costs, RCM is able to charge its clients a relatively low fee.
Commentary
September 2024 - Is It Time to Extend Duration?
Dear Investors and Friends, As the Federal Reserve meets today, it is widely expected that, after 11 rate hikes between March 2022 and July 2023, we may be approaching a turning po…
August 2024 - The Dangers of Following the Herd in Fixed Income Investing
Dear Investors and Friends, In the world of investing, there’s often a temptation to follow the crowd, especially when it comes to popular funds. The Vanguard Total Bond Market Fun…
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…