Benchmark Review

Benchmark Review & Monthly Recap, November 2017

December 1, 2017


Fresh record highs were set in November as U.S. and international stock indices once again posted gains for the month. The…

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Portfolio Perspectives

Adding to the Benefits of Diversification

November 15, 2017


Diversification is said to be one of the only free benefits that you can get while investing. It costs nothing, except…

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Benchmark Review

Benchmark Review & Monthly Recap, October 2017

November 1, 2017


U.S. and international stock indices once again posted gains for the month of October — the S&P 500, Dow Jones Industrial…

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Opportunity Update Commentary

3Q 2017 — Markets Are Telling Bears: Resistance Is Futile

October 23, 2017


The third quarter of 2017 continued a slow grind higher for U.S. equity markets, while international markets continued to provide leadership…

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ADR/International Equity Commentary

3Q 2017 — ADR Advances, Quality Bias Limits Gains

October 16, 2017


The Navigator International Equity/ADR strategy delivered annualized gains of 10.93% gross (7.67% net) vs. the gain of 6.97% for the MSCI…

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All Cap Core Commentary

3Q 2017 — All Cap’s Performance Lead Continues to Widen

October 16, 2017


For the third quarter of 2017, Navigator All Cap strategy gained 7.82% gross (7.03% net) versus a 4.57% gain in the…

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Multi-Strategy Commentary

3Q 2017 — The “Slow Grind” Continues

October 16, 2017


The third quarter of 2017 continued a slow grind higher for U.S. equity markets, while international markets continued to provide leadership…

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U.S. Small Cap Commentary

3Q 2017 — Navigator Small Cap Catches Russell

October 16, 2017


For the three years ending September 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 13.97% gross (10.63% net),…

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U.S. SMID Cap Commentary

3Q 2017 — Tech and Consumer Drive SMID Higher

October 16, 2017


Since inception, Navigator SMID strategy delivered annualized gains of 15.74% gross (12.36% net) vs. 11.69% annualized gains for the Russell 2500…

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The Soslow Report

3Q 2017 — Indian Summer

October 16, 2017


A rash of late summer/early autumn heat here in Philadelphia has made post-Labor-Day suit wearing extremely uncomfortable. As a fairly conservative…

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