In: Domestic & Int'l Equity | Tony Soslow

U.S. Small Cap Commentary
3Q 2018 — Small Cap’s Quality Bias Provides Drag
October 15, 2018

For the five years ending September 30, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 12.03%…

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All Cap Core Commentary
3Q 2018 — All Cap’s Quality Basis Dampens Performance
October 15, 2018

For the third quarter of 2018, the Navigator All Cap Core U.S. Equity strategy gained 3.68% gross (2.91% net) versus a…

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U.S. SMID Cap Commentary
3Q 2018 — SMID Remains Slow but Steady
October 15, 2018

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 14.97% gross (11.61% net) vs. 12.50% annualized…

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ADR/International Equity Commentary
3Q 2018 — ADR Extends Lead Into Second Decade
October 15, 2018

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.47% gross (5.28% net) vs. the gains of 4.12% for the MSCI…

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The Soslow Report
3Q 2018 — To Infinity and Beyond!
October 15, 2018

Around ten years ago on a trip to Disney World, I was the first in the family to earn the designation…

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ADR/International Equity Commentary
2Q 2018 — ADR Steady into Its Second Decade
July 18, 2018

The Navigator International Equity/ADR strategy delivered annualized gains of 9.56% gross (6.34% net) vs. the gains of 5.99% for the MSCI…

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U.S. SMID Cap Commentary
2Q 2018 — SMID Starts Sixth Year Slowly
July 18, 2018

Since inception, Navigator SMID strategy delivered annualized gains of 15.48% gross (12.10% net) vs. 12.15% annualized gains for the Russell 2500…

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U.S. Small Cap Commentary
2Q 2018 — Navigator Small Cap’s Quality Bias Povides Drag
July 18, 2018

For the five years ending June 30, 2018, the Navigator Small Cap strategy delivered annualized gains of 13.54% gross (10.21% net)…

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The Soslow Report
2Q 2018 — The Dilemma of Success
July 17, 2018

With my youngest now 19 and off to college in the fall, I begin to consider my parenting obligations as both…

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The Soslow Report
1Q 2018 — The Old Normal Copy
July 17, 2018

Politics aside (always a dangerous opening salvo), the current administration self classifies as pro-business. Agnostically, I classify it as pro-cyclical. Before…

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All Cap Core Commentary
2Q 2018 — Semiconductor Capital Equipment Transition Tempers All Cap
July 17, 2018

For the second quarter of 2018, the Navigator All Cap strategy lost 0.87% gross (1.62% net) versus a 3.89% gain in…

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All Cap Core Commentary
1Q 2018 — All Cap Starts Positive — Barely
April 17, 2018

For the first quarter of 2018, Navigator All Cap strategy gained 0.31% gross (-0.44% net) versus a 0.64% loss in the…

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U.S. Small Cap Commentary
1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark
April 17, 2018

For the three years ending March 31, 2018, the Navigator Small Cap strategy delivered annualized gains of 8.51% gross (5.32% net)…

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The Soslow Report
1Q 2018 — The Old Normal
April 17, 2018

Politics aside (always a dangerous opening salvo), the current administration self classifies as pro-business. Agnostically, I classify it as pro-cyclical. Before…

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U.S. SMID Cap Commentary
1Q 2018 — SMID Cap Celebrates Five-Year Anniversary with Continued Gains
January 22, 2018

Since inception, Navigator SMID strategy delivered annualized gains of 15.72% gross (12.34% net) vs. 11.55% annualized gains for the Russell 2500…

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U.S. Small Cap Commentary
4Q 2017 — Navigator Small Cap Keeps Pace with Benchmark
January 22, 2018

For the three years ending December 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 11.78% gross (8.50% net),…

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ADR/International Equity Commentary
1Q 2018 — ADR Begins Second Decade
January 22, 2018

The Navigator International Equity/ADR strategy delivered annualized gains of 10.00% gross (6.77% net) vs. the gain of 5.89% for the MSCI…

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All Cap Core Commentary
4Q 2017 — All Cap’s Performance Lead Widens
January 22, 2018

For the fourth quarter of 2017, Navigator All Cap strategy gained 8.28% gross (7.49% net) versus a 6.34% gain in the…

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The Soslow Report
4Q 2017 — Fearless
January 22, 2018

Four years ago, our largest local health insurance provider, Independence Blue Cross (IBC), introduced a new advertising campaign with the slogan:…

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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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