Roosevelt Capital Management Corporate Bond Strategy

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.

January 2025 - What Bonds to Buy? Asset Allocation within Fixed Income & Cash Management

Dear Investors and Friends, In December, we began a three-part series on the fundamentals of fixed-income investing with a focus on Why Bonds—highlighting how bonds can balance ris…

January 23, 2025

December 2024 - Why Bonds? A Three-Part Series on Fixed-Income Investing

Dear Investors and Friends, This month, we begin a three-part series designed to explore the fundamentals of fixed-income investing. Today’s letter, Why Bonds, lays the groundwork …

December 17, 2024

November 2024 - Give Smart: The Case for Donating Appreciated Stock

Dear Investors and Friends, In our newsletters, we typically focus on fixed income products, investment strategies, market outlooks, and managing risk effectively. However, with th…

November 19, 2024