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…

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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…

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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),…

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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…

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U.S. SMID Cap Commentary

2Q 2017 — SMID Maintains Performance Lead Over Russell 2500

July 21, 2017


Since inception, Navigator SMID strategy delivered annualized gains of 14.97% gross (11.61% net) vs. 11.21% annualized gains for the Russell 2500…

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The Soslow Report

2Q 2017 — Exit Strategy?

July 21, 2017


Threatening to throw cold water on the Treasury market, Fed officials in June readied plans to shrink the central bank’s sizable…

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Opportunity Update Commentary

2Q 2017 — It’s the Classic Slow Grind

July 20, 2017


News regarding the economy during the second quarter of 2017 was quiet, and that resulted in a classic slow grind higher…

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Fixed Income Total Return Commentary

2Q 2017 — Low Volatility = Too Much Complacency

July 20, 2017


It is hard to believe that a year ago the markets were digesting the surprise Brexit vote. Especially since it has…

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