ADR/International Equity Commentary
4Q 2018 — International Equity Remains a Value Opportunity
January 17, 2019

The Navigator® International Equity ADR strategy delivered annualized gains of 3.74% gross (0.68% net) vs. the gains of 0.68% for the…

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U.S. SMID Cap Commentary
4Q 2018 — Compelling Opportunities in SMID Cap
January 17, 2019

Since inception, Navigator SMID strategy delivered annualized gains of 9.72% gross (6.50% net) vs. 8.02% annualized gains for the Russell 2500…

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All Cap Core Commentary
4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid
January 17, 2019

For the fourth quarter of 2018, the Navigator® All Cap Core U.S. Equity strategy had a loss of 17.71% gross (-18.37%…

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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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The Soslow Report
4Q 2018 — Ignoring the Deafening Noise
January 17, 2019

In late November and early December, we and the markets were concerned with multiple headwinds impacting earnings and thus the near-term…

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Market Outlook
2019 Market Outlook
January 15, 2019

Is Volatility Here to Stay? Highlights We believe: The U.S. economy will continue to grow in 2019, although at a slower…

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High Dividend Equity Commentary
4Q 2018 — A Return to Normal Volatility
January 15, 2019

U.S. equity markets experienced a broad decline on heightened concerns of slowing economic and profit growth, rising wages and tightening monetary…

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Fixed Income Total Return Commentary
4Q 2018 — The Whiplash Market
January 15, 2019

Investors and asset managers alike are happy to turn the page from 2018 to 2019. Last year was a tough year…

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Tax-Free Fixed Income Commentary
4Q 2018 — Tax-Free Fixed Income
January 14, 2019

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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Taxable Fixed Income Commentary
4Q 2018 — Taxable Fixed Income
January 14, 2019

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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