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.

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

December 2025 - Why QE in a Strong Economy? Understanding the Fed’s New Challenge

Dear Investors and Friends, After our November letter, several readers asked an important and very reasonable question: Why would the Federal Reserve even consider quantitative eas…

December 17, 2025

November 2025 - When Liquidity Returns Before It’s Needed

Dear Investors and Friends, For most of the past two years, the Federal Reserve has been shrinking its balance sheet through quantitative tightening, allowing bonds to mature witho…

November 14, 2025