In: Commentaries

ADR/International Equity Commentary
2Q 2017 — ADR Performance Strong vs. Index
July 21, 2017

The Navigator International Equity/ADR strategy delivered annualized gains of 11.30% gross (8.03% net) vs. the gain of 7.22% for the MSCI…

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U.S. Small Cap Commentary
2Q 2017 — Navigator Small Cap Keeps Pace in ­Expensive Market
July 21, 2017

For the three years ending June 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 9.97% gross (6.74% net),…

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All Cap Core Commentary
2Q 2017 — All Cap’s Performance Lead Widens
July 21, 2017

For the second of quarter of 2017, Navigator All Cap strategy gained 4.48% gross (3.71% net) versus a 3.02% gain in…

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U.S. SMID Cap Commentary
2Q 2017 — SMID Maintains Performance Lead Over Russell 2500
July 21, 2017

Since inception, Navigator SMID strategy delivered annualized gains of 14.97% gross (11.61% net) vs. 11.21% annualized gains for the Russell 2500…

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The Soslow Report
2Q 2017 — Exit Strategy?
July 21, 2017

Threatening to throw cold water on the Treasury market, Fed officials in June readied plans to shrink the central bank’s sizable…

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Opportunity Update Commentary
2Q 2017 — It’s the Classic Slow Grind
July 20, 2017

News regarding the economy during the second quarter of 2017 was quiet, and that resulted in a classic slow grind higher…

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Fixed Income Total Return Commentary
2Q 2017 — Low Volatility = Too Much Complacency
July 20, 2017

It is hard to believe that a year ago the markets were digesting the surprise Brexit vote. Especially since it has…

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2Q 2017 — Strange Bedfellows: Strong Earnings, Lackluster Economic Data
July 20, 2017

During the first half of 2017, equity markets posted solid gains with the S&P 500 Index climbing 9.0% while gold and…

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2Q 2017 — Do It Again
July 18, 2017

“And now we’re back where we started” “Here we go around again” As I begin to pen the second quarter review,…

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U.S. Small Cap Commentary
1Q 2017 — Quality Holdings Boost Small Cap
April 17, 2017

For the three years ending March 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 10.94% gross (7.68% net),…

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All Cap Core Commentary
1Q 2017 — All Cap’s Quality Bias Offsets Lower Cap Holdings
April 17, 2017

For the first quarter 2017, Navigator All Cap strategy gained 6.86% gross (6.08% net) versus a 5.74% gain in the Russell…

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U.S. SMID Cap Commentary
1Q 2017 — SMID Cruises in to Four Year Anniversary
April 17, 2017

Over the last three years, Navigator SMID strategy delivered annualized gains of 11.01% gross (7.76% net) vs 7.43% annualized gains for…

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ADR/International Equity Commentary
1Q 2017 — ADR’s Quality/Value Bias Remains Compelling
April 17, 2017

The Navigator International Equity/ADR strategy delivered annualized gains of 6.64% gross (3.50% net) vs. the gain of 0.56% for the MSCI…

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The Soslow Report
1Q 2017 — Mission Accomplished?
April 12, 2017

March 2017’s employment statistics gave the Fed plenty to cheer about as the unemployment rate fell to the lowest level in…

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Fixed Income Total Return Commentary
1Q 2017 — Where Did the Volatility Go?
April 12, 2017

Risk markets performed well across the board in the first quarter of 2017 as the Trump rally trade continued virtually unabated….

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Portfolio Perspectives
Returns of Active Bond Funds Stand Above Active Equity Funds
April 7, 2017

This year’s results of Morningstar’s Active/Passive Barometer study presented some interesting but not-too-well-recognized facts. Actively managed bond funds proved their worth…

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High Dividend Equity Commentary
1Q 2017 — Is the Market Rally Long in the Tooth?
April 7, 2017

Despite market participants taking money off the table in March, the S&P 500 Index returned 11.3% from the November U.S. election…

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Premier Fixed Income Commentary
1Q 2017 — Go Your Own Way
April 7, 2017

Raising rates is (or isn’t) the right thing to do. Fleetwood Mac’s iconic 70’s song is about the trouble in a…

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401(k) Commentary
4Q 2016 401(k)
February 2, 2017

Risk-Based Portfolios Navigator Fixed Income For the fourth quarter of 2016, the Navigator Fixed Income portfolio lost 1.72% compared to a…

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Multi-Strategy Commentary
4Q 2016 — 2016 Defined By Turn in Interest Rates
January 23, 2017

Populism, the Brexit vote, and the election of Donald Trump dominated the news in 2016. While these events dominated the headlines,…

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