At Roosevelt Investments, our highest priority is to manage risk. Our Large Cap Core Equity Strategy is a diversified portfolio of 40-60 securities typically built from our thematic approach and geared to reflect our investment team's most compelling investment opportunities, regardless of style orientation, or location. This provides the latitude to respond to changing market conditions, to capitalize on market inefficiencies, and to pursue a global economic perspective. Our investment professionals attempt to identify structural changes that translate into investment themes, while our risk management approach seeks to protect client capital by hedging against market risk. The strategy targets investment opportunities with a market cap of $3 billion or above.
An Overview of our Large Cap Core Approach
We typically begin with a broad universe of large and mid cap securities and we evaluate those investment opportunities in light of any possible undercurrents of structural economic, political, social, demographic, and/or industry-specific change. This top-down, macro-economic perspective can often identify drivers of sustainable growth, and opportunities where we can seek to capitalize on market inefficiencies.
Fundamental security analysis involves thorough financial statement analysis, peer comparative analysis, valuation modeling, and management assessment. Each member of our entire investment team acts as a generalist in the research process. This serves to maximize analyst coverage in each security and brings individual thought to investment considerations.
We apply deliberate focus on risk management to every step of the investment process. Our primary consideration is always the protection of capital, therefore, risk mitigation is employed at the macro, portfolio and security levels.
The objective of the Large Cap Core Equity strategy is to capture the upside of a positive market, while protecting the portfolio against the downside risks of a negative market.
International investing presents certain risks not associated with investing solely in the US, such as currency fluctuation, political and economic change, social unrest, changes in government regulations, differences in accounting and the lesser degree of accurate public information available.
There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.
