3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…
Read More3Q 2018 — Full Steam Ahead
October 16, 2018It was a tale of two different risk markets during the third quarter. It was full steam ahead for U.S. markets…
Read More3Q 2018 — Stocks Lead Gains, High Yield Bonds Remain Strong
October 16, 2018The third quarter was positive for U.S. equity investors, as a surging U.S. economy and labor market, in which consumer confidence…
Read More3Q 2018 — Small Cap’s Quality Bias Provides Drag
October 15, 2018For the five years ending September 30, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 12.03%…
Read More3Q 2018 — All Cap’s Quality Basis Dampens Performance
October 15, 2018For the third quarter of 2018, the Navigator All Cap Core U.S. Equity strategy gained 3.68% gross (2.91% net) versus a…
Read More3Q 2018 — SMID Remains Slow but Steady
October 15, 2018Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 14.97% gross (11.61% net) vs. 12.50% annualized…
Read More3Q 2018 — ADR Extends Lead Into Second Decade
October 15, 2018The Navigator® International Equity/ADR strategy delivered annualized gains of 8.47% gross (5.28% net) vs. the gains of 4.12% for the MSCI…
Read More3Q 2018 — To Infinity and Beyond!
October 15, 2018Around ten years ago on a trip to Disney World, I was the first in the family to earn the designation…
Read More3Q 2018 — The U.S. Goldilocks Period Continues…For Now
October 11, 2018After a synchronized global recovery during 2016-2017, U.S. markets have experienced a positive divergence from most world economies in 2018. The…
Read More3Q 2018 — Tax-Free Fixed Income
October 11, 2018Rates 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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