ADR/International Equity Commentary
3Q 2019 — International Equity Continues Long-Term Outperformance
October 18, 2019

The Navigator® International Equity/ADR strategy delivered annualized gains of 8.53% gross (5.34% net) versus the gains of 4.45% for the MSCI…

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Market Moves
Market Moves: Charting Our Strategies, September 2019
October 16, 2019

Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies There was a major shift in leadership that occurred early in September... Read More
SMID Cap Core Commentary
3Q 2019 — SMID’s Value and Quality Bias Helps in Q3
October 15, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 10.93% gross (7.68% net) versus 9.78% annualized…

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The Soslow Report
3Q 2019 — Stepping on the Gas Heading Downhill
October 15, 2019

In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,

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All Cap Core Commentary
3Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
October 15, 2019

For the third quarter of 2019, the Navigator® All Cap Core U.S. Equity strategy had a return of -0.01% (-0.75% net)…

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U.S. Small Cap Commentary
3Q 2019 — Value Strategy Remains Compelling in Small Cap
October 15, 2019

For the ten years ending September 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 11.69%…

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Taxable Fixed Income Commentary
3Q 2019— Taxable Fixed Income
October 14, 2019

Jamie MullenSenior Portfolio Manager I re-read my Q2 2016 commentary entitled, Central Banks Playing Chutes and Ladders. What was written back... Read More
SMA Fixed Income Commentary
Q3 2019 SMA Fixed Income Commentary— It’s All I Can Do to Keep Waiting for You…Negative Yields
October 14, 2019

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
3Q 2019 — Tax-Free Fixed Income
October 14, 2019

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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High Dividend Equity Commentary
3Q 2019— A Fork in the Road?
October 14, 2019

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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