In: U.S. All Cap Core

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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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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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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All Cap Core Commentary
4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid
January 17, 2019

For the fourth quarter of 2018, the Navigator® All Cap Core U.S. Equity strategy had a loss of 17.71% gross (-18.37%…

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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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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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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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All Cap Core Commentary
3Q 2017 — All Cap’s Performance Lead Continues to Widen
October 16, 2017

For the third quarter of 2017, Navigator All Cap strategy gained 7.82% gross (7.03% net) versus a 4.57% gain in the…

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All Cap Core Commentary
2Q 2017 — All Cap’s Performance Lead Widens
July 21, 2017

For the second of quarter of 2017, Navigator All Cap strategy gained 4.48% gross (3.71% net) versus a 3.02% gain in…

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All Cap Core Commentary
1Q 2017 — All Cap’s Quality Bias Offsets Lower Cap Holdings
April 17, 2017

For the first quarter 2017, Navigator All Cap strategy gained 6.86% gross (6.08% net) versus a 5.74% gain in the Russell…

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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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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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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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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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All Cap Core Commentary
4Q 2015 — All Cap Outperforms Despite Small and Mid Cap Exposure
January 19, 2016

Despite the significant underperformance of Small and Mid Cap U.S. stocks during the year, Navigator All Cap advanced 2.73% gross (-0.31%…

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All Cap Core Commentary
3Q 2015 — Quality Exposure Helps All Cap
October 19, 2015

Despite the significant underperformance of Small and Mid Cap U.S. stocks during the quarter, Navigator All Cap declined just approximately 6.39%…

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All Cap Core Commentary
2Q 2015 — M&A Activity Aids All Cap
July 21, 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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All Cap Core Commentary
1Q 2015 — All Cap Runs Higher
April 27, 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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All Cap Core Commentary
4Q 2014 — All Cap Keeps Pace
January 22, 2015

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

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