Fixed Income Total Return Commentary

1Q 2018 — Keep Calm and Carry On

April 18, 2018


The global markets experienced a sharp bout of volatility in the first quarter, in stark contrast to the tame markets investors…

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All Cap Core Commentary

1Q 2018 — All Cap Starts Positive — Barely

April 17, 2018


For the first quarter of 2018, Navigator All Cap strategy gained 0.31% gross (-0.44% net) versus a 0.64% loss in the…

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U.S. Small Cap Commentary

1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark

April 17, 2018


For the three years ending March 31, 2018, the Navigator Small Cap strategy delivered annualized gains of 8.51% gross (5.32% net)…

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The Soslow Report

1Q 2018 — The Old Normal

April 17, 2018


Politics aside (always a dangerous opening salvo), the current administration self classifies as pro-business. Agnostically, I classify it as pro-cyclical. Before…

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High Dividend Equity Commentary

1Q 2018 — Dividend Growers over the Long Run

April 12, 2018


First Quarter 2018 Growth continued to outperform value as higher interest rates, inflation worries and tough tariff talk from Washington marked…

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Taxable and Tax Free Fixed Income Commentary

1Q 2018 — Lawyers, Guns and Tariffs

April 12, 2018


Volatility has hit the fan As 2018 began, higher volatility in the markets was a distant memory from before the 2008…

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Market Update

Trade War or Tit for Tat?

April 4, 2018


Tensions have risen between the U.S. and China as both nations have proposed implementing tariffs as they jockey for position in…

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Benchmark Review

Benchmark Review & Monthly Recap, March 2018

April 3, 2018


Talk of tariffs and a potential trade war caused March to kick off with a down day and those themes persisted…

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Press Release

Clark Capital Named PSN Top Guns Manager of the Decade

March 20, 2018


CONTACT: Patty Quinn McAuley Office: 215-569-2224 Cell: 267-632-1245 pquinn@ccmg.com Navigator® International ADR Recognized as Top International Equity SMA Philadelphia, PA, March…

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Portfolio Perspectives

Bond Market Disconnect: High Yields ­Delivered Despite Treasuries’ Tumult

March 12, 2018


From September 1, 2017 to February 28, 2018, the bond market experienced adjustments as economic data continued to surprise to the…

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