In: International Equity/ADR

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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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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ADR/International Equity Commentary
4Q 2018 — International Equity Remains a Value Opportunity
January 17, 2019

The Navigator® International Equity ADR strategy delivered annualized gains of 3.74% gross (0.68% net) vs. the gains of 0.68% for the…

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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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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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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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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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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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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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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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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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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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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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ADR/International Equity Commentary
4Q 2015 — ADR Avoids Emerging Markets
January 19, 2016

The Navigator International Equity/ADR strategy gained approximately 4.31% gross (1.23% net) for the year ending December 31, 2015, materially outperforming the…

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ADR/International Equity Commentary
3Q 2015 — International/ADR Extends Lead Over Broad Measures
October 19, 2015

The Navigator International Equity/ADR strategy lost approximately 10.04% gross (-10.74% net) for the third quarter ending September 30, 2015, performing in…

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ADR/International Equity Commentary
2Q 2015 — Despite China Exposure, International/ADR Gains
July 28, 2015

Executive Summary Near-Term U.S. economic growth expectations stand at a modest 2-3%, likely due to low labor participation. The Fed remains…

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ADR/International Equity Commentary
1Q 2015 — International/ADR Equities Soar
April 24, 2015

Executive Summary Further Fed Delays: Slower economic growth has conspired with lower inflation both abroad and at home to push the…

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ADR/International Equity Commentary
4Q 2014 — Long Trends Keep International/ADR Strategy Positive
January 23, 2015

Executive Summary Oil – and the Russian Economy – Tumble: Brent crude oil is now just $47/barrel – down 50% from…

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ADR/International Equity Commentary
3Q 2014 — Quality Focus Protects ADR Strategy
November 5, 2014

Executive Summary Following Quantitative Easing?: Quantitative Easing, the Fed’s long term expansionary monetary policy, may not lead to higher interest rates…

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ADR/International Equity Commentary
2Q 2014 — Robust M&A Activity Propels ADR Strategy
July 18, 2014

Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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