In: U.S. Small Cap Core

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%…

Read More
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%…

Read More
U.S. Small Cap Commentary
4Q 2018 — Small Cap Maintains 5-Year Advantage
January 17, 2019

For the five years ending December 31, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 4.69%…

Read More
U.S. Small Cap Commentary
3Q 2018 — Small Cap’s Quality Bias Provides Drag
October 15, 2018

For the five years ending September 30, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 12.03%…

Read More
U.S. Small Cap Commentary
2Q 2018 — Navigator Small Cap’s Quality Bias Povides Drag
July 18, 2018

For the five years ending June 30, 2018, the Navigator Small Cap strategy delivered annualized gains of 13.54% gross (10.21% net)…

Read More
U.S. Small Cap Commentary
1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark
April 17, 2018

For the three years ending March 31, 2018, the Navigator Small Cap strategy delivered annualized gains of 8.51% gross (5.32% net)…

Read More
U.S. Small Cap Commentary
4Q 2017 — Navigator Small Cap Keeps Pace with Benchmark
January 22, 2018

For the three years ending December 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 11.78% gross (8.50% net),…

Read More
U.S. Small Cap Commentary
3Q 2017 — Navigator Small Cap Catches Russell
October 16, 2017

For the three years ending September 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 13.97% gross (10.63% net),…

Read More
U.S. Small Cap Commentary
2Q 2017 — Navigator Small Cap Keeps Pace in ­Expensive Market
July 21, 2017

For the three years ending June 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 9.97% gross (6.74% net),…

Read More
U.S. Small Cap Commentary
1Q 2017 — Quality Holdings Boost Small Cap
April 17, 2017

For the three years ending March 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 10.94% gross (7.68% net),…

Read More
U.S. Small Cap Commentary
4Q 2016 — M&A Wins Help Navigator Small Cap
January 18, 2017

For the three years ending December 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.72% gross (6.49% net),…

Read More
U.S. Small Cap Commentary
3Q 2016 — Small Cap’s Value/Quality Bias Limits Gains
October 12, 2016

For the three years ending September 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.46% gross (6.24% net),…

Read More
U.S. Small Cap Commentary
2Q 2016 — Technology/Industrials Weigh on Small Cap
July 8, 2016

For the three years ending June 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 10.22% gross (6.98% net)…

Read More
U.S. Small Cap Commentary
1Q 2016 — Small Cap Avoids Health Care for Gains
April 12, 2016

An overweight position in Industrials and underweight position in Health Care helped Navigator Small Cap gain 0.48% gross (-0.27% net) versus…

Read More
U.S. Small Cap Commentary
4Q 2015 — Quality Industrials Pace Small Cap
January 19, 2016

Although the U.S. Dollar rallied throughout 2015, Navigator Small Cap’s overweight position in high quality industrials, helped the strategy gain 1.76%…

Read More
U.S. Small Cap Commentary
3Q 2015 — Financials Help Small Cap Outpace Indices
October 19, 2015

Large gains in financial services companies — Fidelity Southern, Bofi Holding and Universal Holding helped Navigator Small Cap dramatically outperform the…

Read More
U.S. Small Cap Commentary
2Q 2015 — Small Cap Slips Slightly
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…

Read More
U.S. Small Cap Commentary
1Q 2015 — Small Cap’s Start Strong
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
U.S. Small Cap Commentary
4Q 2014 — Small Cap’s Solid Year
January 23, 2015

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

Read More
U.S. Small Cap Commentary
3Q 2014 — Small Cap Retreats Less
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…

Read More

Subscribe to our Blog!

Register to get all the latest content via email.
Button_Subscribe