Roosevelt Capital Management Short Duration High Yield Corporate Bond Strategy
The Roosevelt Capital Management Short Duration High Yield Corporate Bond strategy seeks high current income and capital appreciation consistent with the preservation of capital. Roosevelt Capital Management (RCM) utilizes a bottoms-up, fundamental process rooted in an understanding of the liquidity and solvency of the debt issuer. RCM further enhances client returns through proprietary technology developed to support daily portfolio optimization.
Strategy Information
Inception | 05/01/2010 |
Management Fee | 0.75% of Assets Annually |
Accessibility | Managed Account |
Benchmark | Markit iBoxx USD Liquid High Yield 0-5 Year Index |
Peer Group | Morningstar Short-Term Bond Category |
Up Capture Ratio
Down Capture Ratio
Year Track Record
Investment Process

Commentary

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…

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…

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…