Roosevelt Capital Management Corporate Bond Strategy

The Roosevelt Capital Management Corporate Bond strategy seeks current income and capital appreciation consistent with the preservation of capital.

Key Benefits

Performance

Roosevelt Capital Management has a 14-year track record in corporate bonds that has significantly outperformed its benchmark and the bond market.

Customizable

SMA structure supports customized portfolios of individual bonds tailored to the investor's objectives and constraints.

Flexibility

Roosevelt Capital Management has the processes and systems in place to seamlessly move between investment grade and high yield corporate bonds as client needs evolve.

Relatively Liquid

Roosevelt Capital management invests client capital in the liquid parts of the corporate bond market.

Commentary

January 2026 - The 2026 Base Case, and Why We Don’t Rely on It

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

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

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