Market Update
And So It Begins…
September 21, 2017
The Federal Reserve met and made two important decisions on policy — balance sheet normalization and the direction of future overnight…
#TradeTalks Passive vs. Active
September 15, 2017
Click the image below to play the video. #TradeTalks Passive vs. Active Investing with Sean Clark @Clarkcapital @jillmalandrino
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Benchmark Review
Benchmark Review & Monthly Recap, August 2017
September 5, 2017
U.S. stock indices posted gains for the month of August extending the rally experienced since November. Solid second quarter earnings helped…
Multi-Strategy Commentary
2Q 2017 — A Reversal of Fortunes
August 29, 2017
Markets have continued their strength from 2016 into 2017, as the S&P 500 ETF (SPY) is up 9.17% through June 30th….
The Demise of Beta and Rise of Antifragility
August 18, 2017
Anthony W. Soslow, CFA® Senior Portfolio Manager A New Measure of Predicting Idiosyncratic Risk Executive Summary and Background This is not…
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Relative Strength
August 18, 2017
Relative Strength Investing – David Rights and Mason Wev, CFA®, CMT® White Paper: Relative Strength A discussion with Sean Clark, CIO…
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Benchmark Review
Benchmark Review & Monthly Recap, July 2017
August 1, 2017
U.S. stock indices posted gains for the month of July, extending the rally experienced since November. Large cap stocks, as measured…
ADR/International Equity Commentary
2Q 2017 — ADR Performance Strong vs. Index
July 21, 2017
The Navigator International Equity/ADR strategy delivered annualized gains of 11.30% gross (8.03% net) vs. the gain of 7.22% for the MSCI…
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),…
All Cap Core Commentary
2Q 2017 — All Cap’s Performance Lead Widens
July 21, 2017
For the second of quarter of 2017, Navigator All Cap strategy gained 4.48% gross (3.71% net) versus a 3.02% gain in…
