In: Commentaries

ADR/International Equity Commentary
3Q 2017 — ADR Advances, Quality Bias Limits Gains
October 16, 2017

The Navigator International Equity/ADR strategy delivered annualized gains of 10.93% gross (7.67% net) vs. the gain of 6.97% for the MSCI…

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All Cap Core Commentary
3Q 2017 — All Cap’s Performance Lead Continues to Widen
October 16, 2017

For the third quarter of 2017, Navigator All Cap strategy gained 7.82% gross (7.03% net) versus a 4.57% gain in the…

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Multi-Strategy Commentary
3Q 2017 — The “Slow Grind” Continues
October 16, 2017

The third quarter of 2017 continued a slow grind higher for U.S. equity markets, while international markets continued to provide leadership…

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U.S. Small Cap Commentary
3Q 2017 — Navigator Small Cap Catches Russell
October 16, 2017

For the three years ending September 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 13.97% gross (10.63% net),…

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U.S. SMID Cap Commentary
3Q 2017 — Tech and Consumer Drive SMID Higher
October 16, 2017

Since inception, Navigator SMID strategy delivered annualized gains of 15.74% gross (12.36% net) vs. 11.69% annualized gains for the Russell 2500…

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The Soslow Report
3Q 2017 — Indian Summer
October 16, 2017

A rash of late summer/early autumn heat here in Philadelphia has made post-Labor-Day suit wearing extremely uncomfortable. As a fairly conservative…

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Fixed Income Total Return Commentary
3Q 2017 — Party Like It’s . . .
October 16, 2017

The global risk markets have hit new all-time highs as the secular bull market continues to power higher. The buzz on…

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High Dividend Equity Commentary
3Q 2017 — Earnings and Dividend Growth Continues into Yearend
October 12, 2017

Across the S&P indices, growth stocks continued their year-to-date outperformance versus value stocks in the large-cap and mid-cap tiers. Although third…

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Premier Fixed Income Commentary
3Q 2017 — “The Waiting” Is the Hardest Part (Tom Petty)
October 12, 2017

The Beginning of QT The October Federal Reserve meeting brought the official end of QE and the beginning of Quantitative Tapering…

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Multi-Strategy Commentary
2Q 2017 — A Reversal of Fortunes
August 29, 2017

Markets have continued their strength from 2016 into 2017, as the S&P 500 ETF (SPY) is up 9.17% through June 30th….

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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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High Dividend Equity Commentary
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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Premier Fixed Income Commentary
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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