In: Domestic & Int'l Equity | Tony Soslow

The Soslow Report
4Q 2019 — A Faster Gondola
January 15, 2020

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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U.S. Small Cap Commentary
4Q 2019 — Small Cap Rallies with Russell 2000
January 13, 2020

For the 12 months ending December 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered gains of 26.51% gross…

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All Cap Core Commentary
4Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
January 13, 2020

For the fourth quarter of 2019, the Navigator® All Cap U.S. Equity strategy had a return of +9.58% (8.78% net) vs….

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SMID Cap Core Commentary
4Q 2019 — SMID Provides Long-Term Outperformance
January 13, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.79% gross (8.51% net) vs. 10.74% annualized…

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ADR/International Equity Commentary
4Q 2019 — International Equity Closes Out the Year Strong
January 13, 2020

Since Inception, the Navigator® International Equity/ADR strategy delivered annualized gains of 6.06% gross (2.93% net) vs. the gains of 1.88% for…

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ADR/International Equity Commentary
3Q 2019 — International Equity Continues Long-Term Outperformance
October 18, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.53% gross (5.34% net) versus the gains of 4.45% for the MSCI…

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SMID Cap Core Commentary
3Q 2019 — SMID’s Value and Quality Bias Helps in Q3
October 15, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 10.93% gross (7.68% net) versus 9.78% annualized…

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The Soslow Report
3Q 2019 — Stepping on the Gas Heading Downhill
October 15, 2019

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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All Cap Core Commentary
3Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
October 15, 2019

For the third quarter of 2019, the Navigator® All Cap Core U.S. Equity strategy had a return of -0.01% (-0.75% net)…

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U.S. Small Cap Commentary
3Q 2019 — Value Strategy Remains Compelling in Small Cap
October 15, 2019

For the ten years ending September 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 11.69%…

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U.S. SMID Cap Commentary
2Q 2019 — SMID-Cap Steady
July 16, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.50% gross (8.23% net) vs. 10.42% annualized…

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ADR/International Equity Commentary
2Q 2019 — International Equity Continues to Shine in Second Quarter
July 16, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 5.19% gross (2.09% net) vs. the gains of 2.16% for the MSCI…

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U.S. Small Cap Commentary
2Q 2019 — Small Cap Rallies with Value and Quality
July 15, 2019

For the five years ending June 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 7.37%…

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All Cap Core Commentary
2Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap
July 15, 2019

Per our notes in the commentary Avalon on the extreme and persistent outperformance of large-cap and growth stocks at the detriment…

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The Soslow Report
2Q 2019 — Avalon
July 15, 2019

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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All Cap Core Commentary
1Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap
April 18, 2019

For the first quarter of 2019, the Navigator® All Cap strategy had a gain of 9.81% gross (9.01% net) versus a…

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U.S. Small Cap Commentary
1Q 2019 — Small Cap Rallies with Value and Quality
April 16, 2019

For the five years ending March 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 7.49%…

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ADR/International Equity Commentary
1Q 2019 — International Equity Continues to Shine in 2019
April 16, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 5.98% gross (2.85% net) vs. the gains of 2.57% for the MSCI…

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U.S. SMID Cap Commentary
1Q 2019 — SMID Steady as Russell 2500 Gallops Ahead
April 16, 2019

Since inception, the Navigator SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.67% gross (8.39% net) vs. 10.34% annualized…

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The Soslow Report
1Q 2019 — Slower Bad, Slow Good
April 16, 2019

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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