In: Strategy Commentaries

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…

Read More
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…

Read More
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.

Read More
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…

Read More
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%…

Read More
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%…

Read More
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…

Read More
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,

Read More
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…

Read More
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.

Read More
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.

Read More
Opportunity Update Commentary
1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity
April 23, 2020

When we look at the title of our fourth quarter commentary, “2020 Should Be Highlighted By Stable Fed Policy & Election-Driven…

Read More
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…

Read More
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.

Read More
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…

Read More
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)…

Read More
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,

Read More
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…

Read More
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.

Read More
SMA Fixed Income Commentary
Q1 2020 SMA Fixed Income Commentary— The Economy: Saved by Zero
April 15, 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.

Read More

Subscribe to our Blog!

Register to get all the latest content via email.
Button_Subscribe