The Roosevelt Brief

The thinking behind our decisions.

Selected commentary on portfolio design, markets, and implementation. Historical articles retain the views, data and context of their original publication.

Market research papers, a fountain pen and reading glasses on a sunlit wooden desk.

The full archive.

Letters from Roosevelt Capital Management, shown with their original publication dates. Each reflects the views and information available when it was published and may not reflect current conditions.

A conversation is the first step

Continue the conversation.

If a topic raises a question about your portfolio, our team is here to discuss it.

Roosevelt Capital Management