Benchmark Review
Benchmark Review & Monthly Recap, November 2019
December 3, 2019

Steady Gains and New Highs in November HIGHLIGHTS: Volatility was muted for most of November and the stock market enjoyed a…

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Market Moves
Market Moves: Charting Our Strategies, October 2019
November 13, 2019

Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies The market moved higher with U.S. equities back in record-high territory around... Read More
Benchmark Review
Benchmark Review & Monthly Recap, October 2019
November 1, 2019

All Treats and No Tricks as S&P 500 Hits New Highs HIGHLIGHTS: Despite some volatility at the start of the month,…

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Opportunity Update Commentary
3Q 2019— What Recession Worries? Stocks Enjoy Their Best First Three Quarters Since 1997
October 23, 2019

2019 has been a year of turbulent headlines for the markets, with the U.S./China trade war switching between hot and cold….

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ADR/International Equity Commentary
3Q 2019 — International Equity Continues Long-Term Outperformance
October 18, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.53% gross (5.34% net) versus the gains of 4.45% for the MSCI…

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Market Moves
Market Moves: Charting Our Strategies, September 2019
October 16, 2019

Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies There was a major shift in leadership that occurred early in September... Read More
SMID Cap Core Commentary
3Q 2019 — SMID’s Value and Quality Bias Helps in Q3
October 15, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 10.93% gross (7.68% net) versus 9.78% annualized…

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The Soslow Report
3Q 2019 — Stepping on the Gas Heading Downhill
October 15, 2019

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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All Cap Core Commentary
3Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
October 15, 2019

For the third quarter of 2019, the Navigator® All Cap Core U.S. Equity strategy had a return of -0.01% (-0.75% net)…

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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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