In: Commentaries

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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U.S. SMID Cap Commentary
4Q 2016 — SMID Gains from Market’s Renewed Growth Focus
January 18, 2017

Over the last three years, the Navigator SMID strategy delivered annualized gains of 10.42% gross (7.18% net) vs. 6.93% annualized gains…

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ADR/International Equity Commentary
4Q 2016 — Compelling
January 18, 2017

The Navigator International Equity/ADR strategy delivered three-year annualized gains of 3.67% gross (0.61% net) compared to the losses of 1.78% for…

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U.S. Small Cap Commentary
4Q 2016 — M&A Wins Help Navigator Small Cap
January 18, 2017

For the three years ending December 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.72% gross (6.49% net),…

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All Cap Core Commentary
4Q 2016 — Value and Quality Drive All Cap
January 18, 2017

Over the last three years, the Navigator All Cap strategy delivered annualized gains of 7.67% gross (4.50% net) compared to the…

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High Dividend Equity Commentary
4Q 2016 — Nothing Stays the Same
 but Change
January 18, 2017

The market began the year 2016 front-end loaded with recession fears, declining earnings estimates, a 7.0% drop in the Chinese stock…

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The Soslow Report
4Q 2016 — From Tea Party Revolution to…The War of Aggression
January 18, 2017

2016 was marked as a year of surprises in which conservative Populism revolted against the liberal “one world order” agenda. Britons,…

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Fixed Income Total Return Commentary
4Q 2016 — A Great Year for High Yield . . . as Predicted
January 17, 2017

In our Outlook last year, we stated that “High yield bonds had one of the best risk-adjusted return profiles.” High yield…

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Premier Fixed Income
4Q 2016 — Tears of a Fed
January 4, 2017

As Smokey Robinson might have sung: If there’s a smile on my face, it’s only there trying to fool the public….

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Portfolio Perspectives
Did the Trump Rally Move Value Stocks and Small Caps Too Far Too Fast?
December 15, 2016

Recent market movements offer possible evidence of a major, long-term trend change favoring value stocks. Prior to 2016, for a number…

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