Commentaries

By K. SEAN CLARK, CFA®, Chief Investment Officer

Into the Unknown

March 23, 2020 | We are certainly living in scary and uncertain times. The outbreak of the coronavirus has turned the…

The Bond Blues

March 20, 2020 |Investors turn to bonds to provide stable cash flow and offset the volatility of stocks. Bonds are viewed…

Special Edition of Market Moves: Charting Our Strategies

We believe that now is the time when a disciplined, unemotional approach is more important than ever. Heading into last week’s sell-off, Clark Capital’s portfolios were positioned favorably…

Clark Capital’s Response to COVID-19

March 16, 2020 | I hope this message finds you, your family, your clients and your colleagues well and safe. Clark…

By JAMIE MULLEN, Senior Portfolio Manager

Q4 2019 SMA Fixed Income Commentary— 2020: Time to Play the Stimulus Music

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

4Q 2019 — Tax-Free Fixed Income

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

Q3 2019 SMA Fixed Income Commentary— It’s All I Can Do to Keep Waiting for You…Negative Yields

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

3Q 2019 — Tax-Free Fixed Income

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

By MAIRA THOMPSON, Senior Portfolio Manager

4Q 2019— The Power of Dividends

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.

3Q 2019— A Fork in the Road?

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.

2Q 2019— The Search for Yield Continues

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.

1Q 2019— Second Wind for Dividend Stocks

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.

By MASON WEV, CFA®, CMT, Portfolio Manager

4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities

While 2018 featured rising interest rates and losses among virtually all major asset classes, 2019 was the polar opposite. Both stocks…

3Q 2019— What Recession Worries? Stocks Enjoy Their Best First Three Quarters Since 1997

2019 has been a year of turbulent headlines for the markets, with the U.S./China trade war switching between hot and cold….

1Q 2019— Snapback Rally on Powell Pivot and Inverted Yield Curve Bookend Volatile Quarter

After a brief but stunning fourth quarter 2018 decline, markets staged a fierce comeback in the first quarter. It all started…

4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved

The fourth quarter of 2018 began on a positive note, but few knew what turbulence was to come. Markets reached new…

By TONY SOSLOW, CFA®, Senior Portfolio Manager

4Q 2019 — Small Cap Rallies with Russell 2000

For the 12 months ending December 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered gains of 26.51% gross…

4Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy

For the fourth quarter of 2019, the Navigator® All Cap U.S. Equity strategy had a return of +9.58% (8.78% net) vs….

4Q 2019 — SMID Provides Long-Term Outperformance

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.79% gross (8.51% net) vs. 10.74% annualized…

4Q 2019 — International Equity Closes Out the Year Strong

Since Inception, the Navigator® International Equity/ADR strategy delivered annualized gains of 6.06% gross (2.93% net) vs. the gains of 1.88% for…

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