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 |
Peer Group | U.S. - Muni National Interm |
85.6
Up Capture Ratio
31.0
Down Capture Ratio
13
Year Track Record
Investment Process
Commentary
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
January 2024 - Drags on Cash Performance
January 2024 - Drags on Cash Performance
Dear Investors and Friends, In prior letters we articulated why savvy investors invest their cash in short term US Treasury bonds. Specifically: In Active Cash Management we provid…
January 23, 2024