Literature Center
Welcome to our Literature Centers. Below you will find the supported materials appropriate to your category. Click on any of the items below to learn more.
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All Cap Core Equity
| Product Information | Title | Description |
|---|---|---|
| Factsheet | Brief | A snapshot of All Cap Core Equity. |
| Presentations |
Institutional Presentation |
Comprehensive Presentation of strategy’s investment philosophy and process. |
| Strategy Updates |
Risk Management in Action |
Updates on the Roosevelt All Cap Core Strategy. |
Select Equity
| Product Information | Title | Description |
|---|---|---|
| Factsheet | 2Q13 Select Equity Factsheet | A snapshot of Select Equity |
| Presentations |
2Q13 Institutional Presentation 2Q13 Presentation 2Q13 Brief |
Comprehensive Presentation of strategy’s investment philosophy and process. |
| Strategy Updates and Results | Risk Management in Action | Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Vestibulum tortor quam, feugiat vitae, ultricies eget, tempor sit amet, ante. Donec eu libero sit amet quam egestas semper. Aenean ultricies mi vitae est. Mauris placerat eleifend leo. |
| Value Added | Title | Description |
|---|---|---|
| Commentaries | 2Q13 Select Equity Market Commentary | Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Vestibulum tortor quam, feugiat vitae, ultricies eget, tempor sit amet, ante. Donec eu libero sit amet quam egestas semper. Aenean ultricies mi vitae est. Mauris placerat eleifend leo. |
| Whitepapers |
2Q13 XXXX 2Q13 XXXX 2Q13 XXXX |
Comprehensive Presentation of strategy’s investment philosophy and process. |
| Brochures | XXXXX | Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Vestibulum tortor quam, feugiat vitae, ultricies eget, tempor sit amet, ante. Donec eu libero sit amet quam egestas semper. Aenean ultricies mi vitae est. Mauris placerat eleifend leo. |
Current Income Portfolio (CIP)
| Product Information | Title | Description |
|---|---|---|
| Factsheet | Brief | A snapshot of Current Income Portfolio (CIP) |
| Presentations |
Institutional Presentation |
Comprehensive Presentation of strategy’s investment philosophy and process. |
| Value Added | Title | Description |
|---|---|---|
| Commentaries and Flyers |
Preferred Securities in
Rising Rate Environments Consistent Income Despite Interest Rate Movements Thoughts from Our Domestic Fixed Income Team Investing for Income vs. Total Return Infographic A Preference for Preferred Securities The Power of Preferred Securities Recipe for Income |
Thoughts from our Fixed Income Team. |
Core Fixed Income
| Value Added | Title | Description |
|---|
Intermediate Fixed Income
| Value Added | Title | Description |
|---|
All Cap Core Equity
| Value Added | Title | Description |
|---|---|---|
| Commentaries & Flyers |
Market Commentary Are You Planning for Retirement Success? |
Thoughts from our All Cap Core Equity Team. |
Select Equity
| Value Added | Title | Description |
|---|---|---|
| Commentaries & Flyers |
Market Commentary Are You Planning for Retirement Success? |
Thoughts from our Domestic Equity Team. |
Current Income Portfolio (CIP)
| Product Information | Title | Description |
|---|---|---|
| Factsheet | Brief | A snapshot of Current Income Portfolio (CIP) |
| Value Added | Title | Description |
|---|---|---|
| Commentaries & Flyers |
Are You Planning for Retirement Success? A Preference for Preferred Securities Recipe for Income |
Thoughts from our Fixed Income Team. |
Core Fixed Income
| Value Added | Title | Description |
|---|
Current Views and Opinions
News and Recognition
- February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet
- January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet
- December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript's article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”
CIP Quips
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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