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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

Earnings Recap

Thoughts from our Domestic Equity Team The majority of US corporations have by now reported their fourth quarter earnings, and by and large the results were positive, in our view. Aggregate earnings grew by nearly 9% compared... Read more »

All Tweets are Not Created Equal

Thoughts from our Domestic Equity Team We think Shareholder Activism has become a serious market-moving event over the past few years, generally cheering shareholders and fomenting significant trading activity. In our view,... Read more »

Assessing the Risk of Contagion

Thoughts from our Domestic Equity Team The past few weeks have seen volatility in the world financial markets as a number of emerging markets are experiencing political and economic stresses and weakening currencies, the most... 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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