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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

Rebuild and Retool

Thoughts from our Domestic Equity Team

Computer generated prototypes.  Software that, with a few tweaks, can create an enormous variety of things.  Highly automated milling machines that can produce parts quickly and efficiently with the help of robots.  Production lines that no longer depend on economies of scale to maximize efficiency.  These are but some of the many revolutionary aspects of the new industrial world that are no longer on the drawing board but are in operation today.

New digital technologies, such as 3D printing, high speed prototyping, and robotics enable companies to both reduce labor costs and to manufacture almost anywhere. In fact, digital technologies allow companies to be so responsive to local demands and tastes that they can opt to produce their goods in close proximity to their target markets. As a result we would expect many companies to relocate their facilities back to the high-consumption developed world.

After years of depressed capital spending, companies in the U.S. and other developed nations are beginning to “rebuild and retool” by investing in new technologies as they seek to benefit from the next wave of industrialization.  We believe that companies will likely direct part of their spending towards these new tools which did not even exist ten years ago.  At Roosevelt Investments we are looking for opportunities both in companies developing the underlying technologies, as well as companies which we think are likely to benefit as capital spending ramps back up.

Submitted by: Nainesh Shah, CFA – Portfolio Manager

This information is intended solely to report on investment strategies and opportunities identified by Roosevelt. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This material is not intended as an offer or solicitation to buy, hold or sell any financial instrument. References to specific securities and their issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Please contact us at 646-452-6700 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions, or if you would like to request a copy of our Code of Ethics. Our current disclosure statement is set forth on our Form ADV Part II, available for your review upon request, and on our website, www.rooseveltinvestments.com.

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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 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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