In: Commentaries

Opportunity Update Commentary
3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018

The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…

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Fixed Income Total Return Commentary
3Q 2018 — Full Steam Ahead
October 16, 2018

It was a tale of two different risk markets during the third quarter. It was full steam ahead for U.S. markets…

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Multi-Strategy Commentary
3Q 2018 — Stocks Lead Gains, High Yield Bonds Remain Strong
October 16, 2018

The third quarter was positive for U.S. equity investors, as a surging U.S. economy and labor market, in which consumer confidence…

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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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High Dividend Equity Commentary
3Q 2018 — The U.S. Goldilocks Period Continues…For Now
October 11, 2018

After a synchronized global recovery during 2016-2017, U.S. markets have experienced a positive divergence from most world economies in 2018. The…

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Tax-Free Fixed Income Commentary
3Q 2018 — Tax-Free Fixed Income
October 11, 2018

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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Taxable Fixed Income Commentary
3Q 2018 — Taxable Fixed Income
October 10, 2018

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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SMA Fixed Income Commentary
3Q 2018 — It’s the Final Countdown…
October 8, 2018

As we head into the fourth and final quarter of 2018, the U.S. fixed income market finished September on slightly weaker ground.

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Portfolio Perspectives
Two Years and Too Fast
August 23, 2018

A Bond Manager’s Worst Nightmare For the majority of bond managers, the most difficult environment to navigate is a market where…

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Opportunity Update Commentary
2Q 2018 — Cyclical Bull Market Trends ­Continue, Despite Worries It Is Long in the Tooth
July 20, 2018

The second quarter of 2018 was much more quiet than the first, at least in U.S. markets. We began the quarter…

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Multi-Strategy Commentary
2Q 2018 — Global Growing Pains
July 20, 2018

The consensus thinking in early 2018 was that we had achieved “synchronized global growth,” but only the U.S. has delivered so…

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High Dividend Equity Commentary
2Q 2018 — Made in America
July 18, 2018

At the mid-year mark, earnings growth remains stellar aided by the 2017 Tax Cuts and Jobs Act which helped boost first…

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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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