In: U.S. SMID Cap Core

U.S. SMID Cap Commentary
4Q 2016 — SMID Gains from Market’s Renewed Growth Focus
January 18, 2017

Over the last three years, the Navigator SMID strategy delivered annualized gains of 10.42% gross (7.18% net) vs. 6.93% annualized gains…

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U.S. SMID Cap Commentary
3Q 2016 — SMID Misses High Beta Gains
October 12, 2016

Over the last three years, the Navigator SMID strategy delivered annualized gains of 10.45% gross (7.21% net) vs 7.77% annualized gains…

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U.S. SMID Cap Commentary
2Q 2016 — SMID Rests after Three Year ­Anniversary Gain
July 8, 2016

Over the last three years, the Navigator SMID strategy delivered annualized gains of 13.08% gross (9.76% net) vs. 7.09% annualized gains…

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U.S. SMID Cap Commentary
1Q 2016 — SMID Nails Three Year Anniversary!
April 12, 2016

High quality Consumer Discretionary and Industrials stocks helped Navigator SMID continue its relative performance run in the first quarter of 2016,…

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U.S. SMID Cap Commentary
4Q 2015 — SMID Approaches Its New Three Year Anniversary
January 19, 2016

High quality Industrials and Technology stocks helped Navigator SMID continue its relative performance run in 2015 helping it gain 4.44% gross…

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U.S. SMID Cap Commentary
3Q 2015 — SMID Expensive?
October 19, 2015

Navigator SMID continued its two and a half year performance run this quarter declining just 4.64% (-5.36% net) versus the 11.92%…

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U.S. SMID Cap Commentary
2Q 2015 — SMID Pushes Higher
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. SMID Cap Commentary
1Q 2015 — SMID Achieves Steady Gains
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. SMID Cap Commentary
4Q 2014 — SMID Matches Gains
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. SMID Cap Commentary
3Q 2014 — SMID Still Outpacing Russell 2000
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. SMID Cap Commentary
2Q 2014 — SMID Extends Lead
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. SMID Cap Commentary
1Q 2014 — SMID’s Long-term Overnight Success!
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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