In: Domestic & Int'l Equity | Tony Soslow

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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All Cap Core Commentary
2Q 2016 — Consumer Heavy All Cap Lags
July 8, 2016

Over the last three years, the Navigator All Cap strategy delivered annualized gains of 10.10% gross (6.86% net) vs. Russell 3000…

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U.S. Small Cap Commentary
2Q 2016 — Technology/Industrials Weigh on Small Cap
July 8, 2016

For the three years ending June 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 10.22% gross (6.98% net)…

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U.S. SMID Cap Commentary
2Q 2016 — SMID Rests after Three Year ­Anniversary Gain
July 8, 2016

Over the last three years, the Navigator SMID strategy delivered annualized gains of 13.08% gross (9.76% net) vs. 7.09% annualized gains…

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ADR/International Equity Commentary
2Q 2016 — ADR’s Quality Focus Helps Navigate Brexit Turmoil
July 8, 2016

The Navigator International Equity/ADR strategy delivered annualized gains of 8.08% gross (4.90% net) vs. the gains of 1.16% for the MSCI…

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The Soslow Report
2Q 2016 — Perspective
July 1, 2016

A Deep Breath On Thursday, June 24th, 51.8% of British voters surprisingly choose to leave the European Union setting off a…

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U.S. SMID Cap Commentary
1Q 2016 — SMID Nails Three Year Anniversary!
April 12, 2016

High quality Consumer Discretionary and Industrials stocks helped Navigator SMID continue its relative performance run in the first quarter of 2016,…

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ADR/International Equity Commentary
1Q 2016 — Emerging Markets Rebound Leaves ADR Behind for the First Quarter
April 12, 2016

For the three years ending March 31, 2016, the Navigator International Equity/ADR strategy has delivered annualized gains of 7.75% gross (+4.58%…

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U.S. Small Cap Commentary
1Q 2016 — Small Cap Avoids Health Care for Gains
April 12, 2016

An overweight position in Industrials and underweight position in Health Care helped Navigator Small Cap gain 0.48% gross (-0.27% net) versus…

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All Cap Core Commentary
1Q 2016 — Balanced Capitalization Exposure Harms All Cap
April 12, 2016

For the three years ending March 31, 2016, the Navigator All Cap strategy delivered annualized gains of 12.38% gross (9.09% net)…

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The Soslow Report
1Q 2016 — Flip-Flopping Fed
April 11, 2016

Transitioning Last quarter, we talked about how markets made lots of noise in 2015 but ended at virtually the same place…

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