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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

Keeping Your Cool When All About You Are Losing Theirs

“What is going on with the stock market, and what should I do about it?” That is a common question we are hearing these days. Even as professional investors, it is very difficult to specify why the market is acting so poorly... Read more »

Demographic Dividends

Thoughts from our Domestic Equity Team At Roosevelt Investments, our equity investment process is guided by a thematic framework. One of our foundational beliefs is that thematic drivers may act as a catalyst for a company’s... Read more »

Whither Growth?

Thoughts from our Domestic Equity Team In recent weeks, investors have witnessed notable underperformance in stocks classified as growth vs. those classified as value. Portfolio managers with a growth skew to their holdings have... Read more »

November 27, 2013: Bubblicious

Thoughts from our Domestic Equity Team In the financial press we have recently noted a number of articles using the word “bubble” to describe the current state of affairs in the stock market, including a recent cover article... Read more »

June 24, 2013: Taper Tantrum Crosswinds

Thoughts from our Domestic Equity Team Over the past month, the stock market has been choppy and has given back some of its year-to-date gains. The sparks for this pullback include Fed Chairman Bernanke’s comments on May 22nd... Read more »

March 14, 2013: Fed Policy and the Impact on Stocks and Bonds

Thoughts from Our Domestic Equity Team On February 20th, the Fed released minutes from its most recent Federal Open Market Committee (FOMC) meeting which took place in late January. The release of the FOMC minutes contributed to... 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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