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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

November 28, 2012: Thoughts on the Fiscal Cliff

Thoughts From Our Domestic Equity Team As we approach the end of the year the fiscal cliff looms large in the market’s psyche. Remarks from politicians have run the gamut from conciliatory to firmly entrenched, leading to a... Read more »

November 2, 2012: The Energy Reporting Conundrum

Thoughts From Our Domestic Equity Team Our long-standing Energy Arbitrage theme seeks to find beneficiaries of the disparity between traditional oil and gas differentials and those that presently exist. In general, the industry... Read more »


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 domestic equity, international equity, domestic fixed income, global 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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