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…
Read More
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…
Read More
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…
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…
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…
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…
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…
