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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2Q 2017 — Strange Bedfellows: Strong Earnings, Lackluster Economic Data

July 20, 2017


During the first half of 2017, equity markets posted solid gains with the S&P 500 Index climbing 9.0% while gold and…

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2Q 2017 — Do It Again

July 18, 2017


“And now we’re back where we started” “Here we go around again” As I begin to pen the second quarter review,…

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Benchmark Review

Benchmark Review & Monthly Recap, June 2017

July 6, 2017


Most major stock indices posted gains for the month of June. Large cap stocks, as measured by the S&P 500, have…

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