Benchmark Review
Benchmark Review & Monthly Recap, July 2020
August 3, 2020

Second Half Off to a Strong Start – Broad Gains Enjoyed in July HIGHLIGHTS: The NASDAQ Composite continued to stand out…

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Opportunity Update Commentary
2Q 2020— COVID-19 Feeds Dislocations Between Winners and Losers
July 22, 2020

Investors’ burgeoning hope and subsequent buying frenzies led to a massive 20% rebound in the S&P 500 and other risk assets…

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Market Moves
Market Moves: Charting Our Strategies, June 2020
July 15, 2020

In April, the market rallied sharply with the S&P 500 as it posted its biggest monthly gain since 1987, up 12.82%. Drivers for the rally included improving COVID-19 trends, slow re-opening plans for the economy, and possible treatments on the horizon. With earnings season in full swing, the number of buyback cancellations…

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Multi-Strategy Commentary
2Q 2020 — Earnings Trough and Central Bank Support Points Towards More Potential Gains
July 14, 2020

After the first quarter’s pandemic-related crash, a market rebound during the second quarter was to be expected. Though that rally came…

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High Dividend Equity Commentary
2Q 2020— One for the Record Books
July 14, 2020

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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SMID Cap Core Commentary
2Q 2020 — SMID Rebounds in a Big Quarter
July 14, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 8.03% gross (4.85% net) vs. 8.20% annualized…

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U.S. Small Cap Commentary
2Q 2020 — Small Cap Rallies with Value and Quality
July 14, 2020

For the past five years ending June 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 2.16%…

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All Cap Core Commentary
2Q 2020 — Diversified All Cap Gains
July 14, 2020

For the second quarter of 2020, the Navigator® All Cap strategy had a return of 19.70% (18.85% net) vs. a 22.03%…

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ADR/International Equity Commentary
2Q 2020 — International Equity Continues to Shine in 2020
July 14, 2020

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.90% gross (6.90% net) vs. the gains of 4.97% for the MSCI…

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The Soslow Report
2Q 2020 — Weecovery
July 14, 2020

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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