By: Tony Soslow, CFA®

All Cap Core Commentary
1Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap
April 18, 2019

For the first quarter of 2019, the Navigator® All Cap strategy had a gain of 9.81% gross (9.01% net) versus a…

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ADR/International Equity Commentary
1Q 2019 — International Equity Continues to Shine in 2019
April 16, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 5.98% gross (2.85% net) vs. the gains of 2.57% for the MSCI…

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U.S. SMID Cap Commentary
1Q 2019 — SMID Steady as Russell 2500 Gallops Ahead
April 16, 2019

Since inception, the Navigator SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.67% gross (8.39% net) vs. 10.34% annualized…

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The Soslow Report
1Q 2019 — Slower Bad, Slow Good
April 16, 2019

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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ADR/International Equity Commentary
4Q 2018 — International Equity Remains a Value Opportunity
January 17, 2019

The Navigator® International Equity ADR strategy delivered annualized gains of 3.74% gross (0.68% net) vs. the gains of 0.68% for the…

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U.S. SMID Cap Commentary
4Q 2018 — Compelling Opportunities in SMID Cap
January 17, 2019

Since inception, Navigator SMID strategy delivered annualized gains of 9.72% gross (6.50% net) vs. 8.02% annualized gains for the Russell 2500…

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All Cap Core Commentary
4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid
January 17, 2019

For the fourth quarter of 2018, the Navigator® All Cap Core U.S. Equity strategy had a loss of 17.71% gross (-18.37%…

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U.S. Small Cap Commentary
4Q 2018 — Small Cap Maintains 5-Year Advantage
January 17, 2019

For the five years ending December 31, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 4.69%…

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The Soslow Report
4Q 2018 — Ignoring the Deafening Noise
January 17, 2019

In late November and early December, we and the markets were concerned with multiple headwinds impacting earnings and thus the near-term…

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Portfolio Perspectives
Take Five: 5 Questions on Recent Market Volatility
November 30, 2018

1. In your view, what does recent market volatility mean for equities? There are a few components that are currently impacting…

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U.S. Small Cap Commentary
3Q 2018 — Small Cap’s Quality Bias Provides Drag
October 15, 2018

For the five years ending September 30, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 12.03%…

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All Cap Core Commentary
3Q 2018 — All Cap’s Quality Basis Dampens Performance
October 15, 2018

For the third quarter of 2018, the Navigator All Cap Core U.S. Equity strategy gained 3.68% gross (2.91% net) versus a…

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U.S. SMID Cap Commentary
3Q 2018 — SMID Remains Slow but Steady
October 15, 2018

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 14.97% gross (11.61% net) vs. 12.50% annualized…

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ADR/International Equity Commentary
3Q 2018 — ADR Extends Lead Into Second Decade
October 15, 2018

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.47% gross (5.28% net) vs. the gains of 4.12% for the MSCI…

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The Soslow Report
3Q 2018 — To Infinity and Beyond!
October 15, 2018

Around ten years ago on a trip to Disney World, I was the first in the family to earn the designation…

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ADR/International Equity Commentary
2Q 2018 — ADR Steady into Its Second Decade
July 18, 2018

The Navigator International Equity/ADR strategy delivered annualized gains of 9.56% gross (6.34% net) vs. the gains of 5.99% for the MSCI…

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U.S. SMID Cap Commentary
2Q 2018 — SMID Starts Sixth Year Slowly
July 18, 2018

Since inception, Navigator SMID strategy delivered annualized gains of 15.48% gross (12.10% net) vs. 12.15% annualized gains for the Russell 2500…

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U.S. Small Cap Commentary
2Q 2018 — Navigator Small Cap’s Quality Bias Povides Drag
July 18, 2018

For the five years ending June 30, 2018, the Navigator Small Cap strategy delivered annualized gains of 13.54% gross (10.21% net)…

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The Soslow Report
2Q 2018 — The Dilemma of Success
July 17, 2018

With my youngest now 19 and off to college in the fall, I begin to consider my parenting obligations as both…

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The Soslow Report
1Q 2018 — The Old Normal Copy
July 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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