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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

July 22, 2010: Zero Coupon Treasuries

In the current commentary we discuss our use of zero coupon treasuries (also known as Strips*) as a risk management tool. We have utilized these instruments to provide a measure of downside protection in our equity portfolios for... Read more »

July 14, 2010: Equity Investment Outlook

As we review macroeconomic data from the second quarter, it appears that the growth trajectory of our economy has changed. Approximately 5-6 weeks ago we began to hear some reports of a ‘soft patch’ in the economy, and since that... Read more »

July 1, 2010: Potential Winners for a Choppy Market

In this commentary we discuss a key fundamental characteristic which we feel may drive share price outperformance in this volatile market environment. While the US economy has returned to growth, recent data points have been... Read more »

June 11, 2010: Current Market View Remains in a Modest Recovery Phase

In this commentary we discuss our current market views. Our base case scenario is that the domestic economy is in the midst of a self-sustaining, albeit modest, recovery phase. Two major risk factors which could derail the... Read more »

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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