Roosevelt Capital Management Equity Strategy

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.

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

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

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