Multi-Strategy Commentary
1Q 2020— Coronavirus Pain: “Essential” Versus “Non-Essential”
April 23, 2020

Who could have predicted that the first quarter of 2020 would go down in the record books as the worst first…

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Market Update
So, Now What?
April 21, 2020

April 21, 2020 | Though far from certain, it appears that the worst of COVID-19 MAY be behind us, and perhaps…

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High Dividend Equity Commentary
1Q 2020— Dividend Stocks Reset Expectations
April 21, 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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ADR/International Equity Commentary
1Q 2020 — International Equity’s Lower Risk Profile Shines
April 20, 2020

The Navigator® International Equity/ADR strategy delivered annualized gains of 0.22% gross (-2.74% net) vs. the loss of -0.64% for the MSCI…

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All Cap Core Commentary
1Q 2020 — All Cap Focused on Survive and Thrive
April 20, 2020

For the first quarter of 2020, the Navigator® All Cap Core U.S. Equity strategy had a return of -25.42% (-26.03% net)…

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The Soslow Report
1Q 2020 — Survival Requires Change
April 20, 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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SMID Cap Core Commentary
1Q 2020 — SMID to Benefit from Quality/Value Focus
April 20, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 5.49% gross (2.37% net) vs. 4.91% annualized…

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U.S. Small Cap Commentary
1Q 2020 — Small Cap Intensifies Balance Sheet Scrutiny
April 20, 2020

For the five years ending March 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized loss of -1.81% gross…

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Market Moves
Market Moves: Charting Our Strategies, March 2020
April 20, 2020

A global equity bear market took hold in March as COVID-19 spread exponentially from China through Europe and to the U.S. Global cases neared 900,000 by quarter end with the U.S. leading the way with nearly 200,000 cases.

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Tax-Free Fixed Income Commentary
1Q 2020 — Tax-Free Fixed Income
April 16, 2020

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.

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