Roosevelt Capital Management Equity Strategy

Performance

Over 93.9% of active domestic equity funds underperformed the S&P Composite 1500 over the 20-Year period ended 12/31/2023. Unlike our actively managed fixed income strategies that involves purchasing individual securities, we believe long-term capital appreciation in equities can best be achieved by investing in a few key index-based ETFs coupled with thoughtful rebalancing on a regular basis.

Simplicity

Nearly every incoming equity portfolio we see is over-engineered and far too complex. This is confusing for the client, obfuscates returns, and hinders manager accountability. Our equity portfolios consist of only a few index-based investments rebalanced quarterly.

U.S. Focused

A U.S. centric strategy provided the best historical returns, and we believe offers the highest probability of success for the foreseeable future.

Tax Efficient & Low Cost

The impact of taxes and fees on investor long term returns are often ignored. Roosevelt Capital Management works to thoughtfully minimize taxes and because of its proprietary technology, which minimizes overhead costs, RCM is able to charge its clients a relatively low fee.

March 2025 - How to Buy Bonds: Bond Funds vs. Individual Bonds

Dear Investors and Friends, Over the past three months, we’ve explored the fundamentals of fixed income investing, answering two crucial questions: Why Bonds? and What Bonds to Buy…

March 18, 2025

February 2025 - What Bonds to Buy? Security Selection & Market Inefficiencies

Dear Investors and Friends, In last month’s letter, we explored asset allocation within fixed income and cash management, detailing how different bond categories fit within a broad…

February 26, 2025

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