In: U.S. All Cap Core

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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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)…

Read More
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%…

Read More
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%…

Read More
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…

Read More
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…

Read More
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…

Read More
U.S. All Cap Commentary
3Q 2014 — All Cap Trails
October 27, 2014

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

Read More
U.S. All Cap Commentary
2Q 2014 — All Cap Keeps Pace
July 18, 2014

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

Read More
U.S. All Cap Commentary
1Q 2014 — All Cap Shines
April 22, 2014

Executive Summary Opportunity in Quality: As of March 31, 2014, the highest quality companies are now trading two standard deviations below…

Read More

Subscribe to our Blog!

Register to get all the latest content via email.
Button_Subscribe

Create Proposal Now!

Our easy to understand investment proposal will help clients visualize their goals and dreams.
Button_CreateProposal