In: Domestic & Int'l Equity | Tony Soslow

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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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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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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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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All Cap Core Commentary
3Q 2016 — All Cap’s Undervalued, Lower Risk ­Holdings Represent Opportunity
October 21, 2016

Over the last three years, the Navigator All Cap strategy delivered annualized gains of 7.92% gross (4.75% net) vs Russell 3000…

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ADR/International Equity Commentary
3Q 2016 — ADR’s Slight Shift toward Emerging Markets Enhances Return/Risk Trade-Off
October 12, 2016

The Navigator International Equity/ADR strategy delivered three-year annualized gains of 6.94% gross (3.80% net) vs the gains of 0.18% for the…

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U.S. SMID Cap Commentary
3Q 2016 — SMID Misses High Beta Gains
October 12, 2016

Over the last three years, the Navigator SMID strategy delivered annualized gains of 10.45% gross (7.21% net) vs 7.77% annualized gains…

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U.S. Small Cap Commentary
3Q 2016 — Small Cap’s Value/Quality Bias Limits Gains
October 12, 2016

For the three years ending September 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.46% gross (6.24% net),…

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The Soslow Report
3Q 2016 — Fire and Water
October 12, 2016

Foreign equities trailed U.S. equities this quarter and the underperformance was not just confined to the drama surrounding Samsung and Deutsche…

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