In: Domestic & Int'l Equity | Tony Soslow

U.S. Small Cap Commentary
3Q 2020 — Small Cap Rallies as Economic Conditions Continue to Improve
October 15, 2020

72.6% of the Navigator® Small Cap portfolio is positioned in small-cap stocks with the balance in mid-cap stocks and cash. Industrials…

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All Cap Core Commentary
3Q 2020 — All Cap Focused on Re-Opening Trends
October 15, 2020

The Navigator® All Cap strategy remains positioned in approximately 67.5% in large-cap stocks and the remainder in mid/small-cap cap stocks and…

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ADR/International Equity Commentary
3Q 2020 — International Equity Continues to Shine in Third Quarter
October 15, 2020

The Navigator® ADR/International Equity remains positioned in approximately 17.4% in emerging markets with the balance in developed economies. Our weight in…

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The Soslow Report
3Q 2020 — The News Diet
October 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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SMID Cap Core Commentary
3Q 2020 — SMID Remains Steady in Third Quarter
October 15, 2020

Navigator® SMID Cap is positioned approximately 63.3% in small-cap stocks with the balance in mid-cap stocks and cash. Industrials are now…

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SMID Cap Core Commentary
2Q 2020 — SMID Rebounds in a Big Quarter
July 14, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 8.03% gross (4.85% net) vs. 8.20% annualized…

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U.S. Small Cap Commentary
2Q 2020 — Small Cap Rallies with Value and Quality
July 14, 2020

For the past five years ending June 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 2.16%…

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All Cap Core Commentary
2Q 2020 — Diversified All Cap Gains
July 14, 2020

For the second quarter of 2020, the Navigator® All Cap strategy had a return of 19.70% (18.85% net) vs. a 22.03%…

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ADR/International Equity Commentary
2Q 2020 — International Equity Continues to Shine in 2020
July 14, 2020

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.90% gross (6.90% net) vs. the gains of 4.97% for the MSCI…

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The Soslow Report
2Q 2020 — Weecovery
July 14, 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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ADR/International Equity Commentary
1Q 2020 — International Equity’s Lower Risk Profile Shines
April 20, 2020

The Navigator® International Equity/ADR strategy delivered annualized gains of 0.22% gross (-2.74% net) vs. the loss of -0.64% for the MSCI…

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All Cap Core Commentary
1Q 2020 — All Cap Focused on Survive and Thrive
April 20, 2020

For the first quarter of 2020, the Navigator® All Cap Core U.S. Equity strategy had a return of -25.42% (-26.03% net)…

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The Soslow Report
1Q 2020 — Survival Requires Change
April 20, 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
1Q 2020 — Small Cap Intensifies Balance Sheet Scrutiny
April 20, 2020

For the five years ending March 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized loss of -1.81% gross…

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SMID Cap Core Commentary
1Q 2020 — Survival Requires Change
April 15, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 5.49% gross (2.37% net) vs. 4.91% annualized…

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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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