Roosevelt Investments is now CI Roosevelt Private Wealth

All-Cap Core Equity Strategy

All-Cap
Core Equity

All-Cap Core Equity

  • Ability to diversify across all market caps and styles.
  • Designed to capture the upside of a positive market and protect the portfolio against the downside risk of a negative market.
  • Top-down macro research process designed to identify thematic opportunities, with bottom-up research to confirm themes.
  • Target maximum portfolio exposure of 70% in any one investment style (Value/Growth) and/or market cap (Small/Mid/Large).
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Roosevelt Investments