In: U.S. Small Cap Core

U.S. Small Cap Commentary
4Q 2020 — Small Cap Trails Record Russell 2000 Gain
January 21, 2021

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

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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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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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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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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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U.S. Small Cap Commentary
3Q 2019 — Value Strategy Remains Compelling in Small Cap
October 15, 2019

For the ten years ending September 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 11.69%…

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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%…

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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%…

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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%…

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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%…

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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)…

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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)…

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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),…

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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),…

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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),…

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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),…

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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),…

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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),…

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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)…

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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…

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