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

MB-InvestmentProcess

Materials

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