In: U.S. Small Cap Core

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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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%…

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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…

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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…

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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…

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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…

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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…

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U.S. Small Cap Commentary
2Q 2014 — Small Cap Pushes Ahead
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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U.S. Small Cap Commentary
1Q 2014 — Small Cap Almost Even
April 22, 2014

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

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