By: Tony Soslow, CFA®

All Cap Core Commentary
1Q 2018 — All Cap Starts Positive — Barely
April 17, 2018

For the first quarter of 2018, Navigator All Cap strategy gained 0.31% gross (-0.44% net) versus a 0.64% loss in the…

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U.S. Small Cap Commentary
1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark
April 17, 2018

For the three years ending March 31, 2018, the Navigator Small Cap strategy delivered annualized gains of 8.51% gross (5.32% net)…

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The Soslow Report
1Q 2018 — The Old Normal
April 17, 2018

Politics aside (always a dangerous opening salvo), the current administration self classifies as pro-business. Agnostically, I classify it as pro-cyclical. Before…

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U.S. SMID Cap Commentary
1Q 2018 — SMID Cap Celebrates Five-Year Anniversary with Continued Gains
January 22, 2018

Since inception, Navigator SMID strategy delivered annualized gains of 15.72% gross (12.34% net) vs. 11.55% annualized gains for the Russell 2500…

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U.S. Small Cap Commentary
4Q 2017 — Navigator Small Cap Keeps Pace with Benchmark
January 22, 2018

For the three years ending December 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 11.78% gross (8.50% net),…

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ADR/International Equity Commentary
1Q 2018 — ADR Begins Second Decade
January 22, 2018

The Navigator International Equity/ADR strategy delivered annualized gains of 10.00% gross (6.77% net) vs. the gain of 5.89% for the MSCI…

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All Cap Core Commentary
4Q 2017 — All Cap’s Performance Lead Widens
January 22, 2018

For the fourth quarter of 2017, Navigator All Cap strategy gained 8.28% gross (7.49% net) versus a 6.34% gain in the…

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The Soslow Report
4Q 2017 — Fearless
January 22, 2018

Four years ago, our largest local health insurance provider, Independence Blue Cross (IBC), introduced a new advertising campaign with the slogan:…

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ADR/International Equity Commentary
3Q 2017 — ADR Advances, Quality Bias Limits Gains
October 16, 2017

The Navigator International Equity/ADR strategy delivered annualized gains of 10.93% gross (7.67% net) vs. the gain of 6.97% for the MSCI…

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All Cap Core Commentary
3Q 2017 — All Cap’s Performance Lead Continues to Widen
October 16, 2017

For the third quarter of 2017, Navigator All Cap strategy gained 7.82% gross (7.03% net) versus a 4.57% gain in the…

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U.S. Small Cap Commentary
3Q 2017 — Navigator Small Cap Catches Russell
October 16, 2017

For the three years ending September 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 13.97% gross (10.63% net),…

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U.S. SMID Cap Commentary
3Q 2017 — Tech and Consumer Drive SMID Higher
October 16, 2017

Since inception, Navigator SMID strategy delivered annualized gains of 15.74% gross (12.36% net) vs. 11.69% annualized gains for the Russell 2500…

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The Soslow Report
3Q 2017 — Indian Summer
October 16, 2017

A rash of late summer/early autumn heat here in Philadelphia has made post-Labor-Day suit wearing extremely uncomfortable. As a fairly conservative…

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ADR/International Equity Commentary
2Q 2017 — ADR Performance Strong vs. Index
July 21, 2017

The Navigator International Equity/ADR strategy delivered annualized gains of 11.30% gross (8.03% net) vs. the gain of 7.22% for the MSCI…

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U.S. Small Cap Commentary
2Q 2017 — Navigator Small Cap Keeps Pace in ­Expensive Market
July 21, 2017

For the three years ending June 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 9.97% gross (6.74% net),…

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All Cap Core Commentary
2Q 2017 — All Cap’s Performance Lead Widens
July 21, 2017

For the second of quarter of 2017, Navigator All Cap strategy gained 4.48% gross (3.71% net) versus a 3.02% gain in…

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U.S. SMID Cap Commentary
2Q 2017 — SMID Maintains Performance Lead Over Russell 2500
July 21, 2017

Since inception, Navigator SMID strategy delivered annualized gains of 14.97% gross (11.61% net) vs. 11.21% annualized gains for the Russell 2500…

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The Soslow Report
2Q 2017 — Exit Strategy?
July 21, 2017

Threatening to throw cold water on the Treasury market, Fed officials in June readied plans to shrink the central bank’s sizable…

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U.S. Small Cap Commentary
1Q 2017 — Quality Holdings Boost Small Cap
April 17, 2017

For the three years ending March 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 10.94% gross (7.68% net),…

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All Cap Core Commentary
1Q 2017 — All Cap’s Quality Bias Offsets Lower Cap Holdings
April 17, 2017

For the first quarter 2017, Navigator All Cap strategy gained 6.86% gross (6.08% net) versus a 5.74% gain in the Russell…

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