Benchmark Review & Monthly Recap, November 2019
December 3, 2019Steady Gains and New Highs in November HIGHLIGHTS: Volatility was muted for most of November and the stock market enjoyed a…
Read MoreMarket Moves: Charting Our Strategies, October 2019
November 13, 2019Clark Capital's Economic Gauges Clark Capital's Bottom-Up, Fundamental Strategies The market moved higher with U.S. equities back in record-high territory around... Read More
Benchmark Review & Monthly Recap, October 2019
November 1, 2019All Treats and No Tricks as S&P 500 Hits New Highs HIGHLIGHTS: Despite some volatility at the start of the month,…
Read More3Q 2019— What Recession Worries? Stocks Enjoy Their Best First Three Quarters Since 1997
October 23, 20192019 has been a year of turbulent headlines for the markets, with the U.S./China trade war switching between hot and cold….
Read More3Q 2019 — International Equity Continues Long-Term Outperformance
October 18, 2019The Navigator® International Equity/ADR strategy delivered annualized gains of 8.53% gross (5.34% net) versus the gains of 4.45% for the MSCI…
Read MoreMarket Moves: Charting Our Strategies, September 2019
October 16, 2019Clark 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
3Q 2019 — SMID’s Value and Quality Bias Helps in Q3
October 15, 2019Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 10.93% gross (7.68% net) versus 9.78% annualized…
Read More3Q 2019 — Stepping on the Gas Heading Downhill
October 15, 2019In 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,
Read More3Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
October 15, 2019For the third quarter of 2019, the Navigator® All Cap Core U.S. Equity strategy had a return of -0.01% (-0.75% net)…
Read More3Q 2019 — Value Strategy Remains Compelling in Small Cap
October 15, 2019For 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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