At Roosevelt Investments, high-quality investing is at the core of our fixed income approach. Our Core Fixed Income Strategy seeks to maximize total return. The strategy is comprised primarily of intermediate-term, investment grade instruments, including U.S. Government, Agency and corporate obligations. The strategy seeks to deliver a high level of income and capital preservation, and targets an average maturity of approximately 5 to 10 years.
An Overview of Our Core Fixed Income Approach
The strategy's goal is to provide above-average total return with below-average risk relative to the Barclays Capital Government/Credit Bond Index over a full market cycle.
The Roosevelt Core Fixed Income Strategy is available in separate accounts, through separately managed account programs at various broker/dealer and financial intermediary firms.
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All investments carry a degree of risk, including the loss of principal. Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Obligations of U.S. Government Agencies and authorities are supported by varying degrees but are generally not backed by the full faith of the U.S. Government; portfolios that invest in such securities are not guaranteed and will fluctuate in value. Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and while generally backed by a government, government-agency or private guarantor there is no assurance that the guarantor will meet its obligations. The credit quality of a particular security or group of securities does not ensure the stability or safety of the overall portfolio.
The value of most fixed income securities are impacted by changes in interest rates. Fixed income securities with longer durations tend to be more sensitive and more volatile than securities with shorter durations; bond prices generally fall as interest rates rise.
