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

September 2025 - When Politics Pressures Money: What History Says About Inflation, Long Rates, and Stocks

September 2025 - When Politics Pressures Money: What History Says About Inflation, Long Rates, and Stocks

Dear Investors and Friends, Last month, we explored the paradox of rising equity markets in a world where purchasing power is declining. Our point was simple: nominal gains are not…

September 04, 2025
August 2025 - When Up Isn’t Really Up

August 2025 - When Up Isn’t Really Up

Dear Investors and Friends, Last month, we discussed the United States' growing debt burden and the limited levers available to policymakers. When governments can’t, or won’t, rais…

August 20, 2025
July 2025 - What If Nothing Changes?

July 2025 - What If Nothing Changes?

Dear Investors and Friends, Last month’s letter explored why India’s trade deficits have helped fuel growth, while America’s have often hollowed out key industries. But one reader …

July 22, 2025