ROOSEVELT INVESTMENT Overview
Roosevelt Investment Group Inc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 45 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/22. The fund's latest filing disclosed 1BN in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/22. The fund's latest filing disclosed 1BN in positions, representing 56% of the manager's regulatory AUM.
ROOSEVELT INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ROOSEVELT INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
ROOSEVELT INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Arthur H. Sheer | Chairman And Cio | November-1990 |
| L. D. Sheer | Co-Ceo | August-2013 |
| Adam J. Sheer | Co-Ceo | August-2013 |
| Sven E. Hsia | Shareholder | March-2002 |
| Donald J. Guarino | Shareholder | March-2002 |
| Bernard Spear | Shareholder | March-2002 |
| Tweed Roosevelt | Shareholder | March-2002 |
| Robert L. Meyer | Shareholder | December-2006 |
| Steven K. Weiss | Chief Compliance Officer, Chief Operating Officer | January-2015 |
| James C. Rogers | President | October-2013 |
| David A. Chalfin | Chief Financial Officer, Managing Director | January-2015 |
| Jason M. Sheer | Shareholder | December-1998 |
| Barbara A. Sheer | Director | January-2002 |
ROOSEVELT INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
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ROOSEVELT INVESTMENT Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
Roosevelt Investments manages several equity, fixed income, and balanced portfolios and the methods of analysis and risks, discussed below, may not necessarily apply to our management of any particular client’s account or investment product. The specific investment strategies and risks associated with a client’s account may be described in more detail in presentations, investment guidelines, marketing materials, and other documents provided, or discussions held, with that client or investment guidelines provided by the client (or in the case of Wrap Accounts, provided in the Wrap Sponsor’s brochure or other program documentation).
Our Investment Process
As previously discussed in Item 4, our portfolio managers and analysts have experience researching and investing in many types of securities and asset classes, including equity and preferred securities,
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Roosevelt Investments manages several equity, fixed income, and balanced portfolios and the methods of analysis and risks, discussed below, may not necessarily apply to our management of any particular client’s account or investment product. The specific investment strategies and risks associated with a client’s account may be described in more detail in presentations, investment guidelines, marketing materials, and other documents provided, or discussions held, with that client or investment guidelines provided by the client (or in the case of Wrap Accounts, provided in the Wrap Sponsor’s brochure or other program documentation).
Our Investment Process
As previously discussed in Item 4, our portfolio managers and analysts have experience researching and investing in many types of securities and asset classes, including equity and preferred securities,
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ROOSEVELT INVESTMENT Portfolio Concentration
ROOSEVELT INVESTMENT Location
730 THIRD AVENUE, 23RD FLOOR
NEW YORK, New York
UNITED STATES, 10017
NEW YORK, New York
UNITED STATES, 10017
ROOSEVELT INVESTMENT Contact Information
Phone Number: 646-452-6700
Fax Number: 212-599-1916
Website: http://www.rooseveltinvestments.com/
Fax Number: 212-599-1916
Website: http://www.rooseveltinvestments.com/
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