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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Fixed Income Total Return Commentary
2Q 2020 — Whiplash
July 10, 2020

It’s hard to believe 2020 is half over. I think most people probably wish it was already over and in the…

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SMA Fixed Income Commentary
2Q 2020 SMA Fixed Income Commentary — “Whatever It Takes” Squared
July 8, 2020

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.

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Tax-Free Fixed Income Commentary
2Q 2020 — Tax-Free Fixed Income
July 8, 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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Taxable Fixed Income Commentary
2Q 2020— Taxable Fixed Income
July 8, 2020

Jamie MullenSenior Portfolio Manager The Navigator Taxable Fixed Income strategy finished the second quarter slightly outperforming its benchmark. Challenges in the... Read More
Benchmark Review
Benchmark Review & Monthly Recap, June 2020
July 6, 2020

Equity Markets Grind Higher in June; Quarter is Best in Decades HIGHLIGHTS: Stocks rallied sharply in April and May and added…

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Market Outlook
2020 Mid-Year Market Outlook Commentary
June 26, 2020

The Road to Economic Recovery Highlights We believe: Record volatility, the quickest decline into bear market territory, and a record setting…

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