Roosevelt Capital Management Municipal Bond Strategy

The Roosevelt Capital Management Municipal Bond strategy seeks current income exempt from federal income tax and capital appreciation consistent with the preservation of capital.

Strategy Information

Inception 11/03/2009
Management Fee 0.50% of Assets Annually
Accessibility Managed Account
Benchmark ICE BofA 1-10Y US Muni TR USD
87.7

Up Capture Ratio

32.9

Down Capture Ratio

13

Year Track Record

Investment Process

MB-InvestmentProcess

Materials

Commentary

May 2023 - The Debt Limit Debate

May 2023 - The Debt Limit Debate

Dear Investors and Friends, We are receiving many questions about the debt limit debate. The purpose of this letter is to provide our readers with the questions we are receiving re…

May 02, 2023
April 2023 - Q1 2023 Performance Review

April 2023 - Q1 2023 Performance Review

Dear Investors and Friends, The increase in interest rates that began in 2022 sent shockwaves through every corner of the market and woke investors up to three stark realities: Hig…

April 25, 2023
March 2023 (Part II) – Charles Schwab Risk and Your Potential Exposure

March 2023 (Part II) – Charles Schwab Risk and Your Potential Exposure

Dear Investors and Friends, Following up on yesterday’s letter that dealt with developing a better understanding of the risk of failure at a bank, we received several questions fro…

March 14, 2023