Tax Reform Impacts Call Into Question Coastal Muni Values
February 13, 2019Over a year has passed since the implementation of federal tax reform and high tax states are just beginning to feel…
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Benchmark Review & Monthly Recap, January 2019
February 5, 2019Turning the Page Highlights: After one of the worst months for the S&P 500 Index in almost a decade, equities bounced…
Read More4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved
January 28, 2019The fourth quarter of 2018 began on a positive note, but few knew what turbulence was to come. Markets reached new…
Read More4Q 2018 — Playing Defense
January 22, 2019Investors and asset managers alike are happy to turn the page from 2018 to 2019. Last year was a tough year…
Read More4Q 2018 — International Equity Remains a Value Opportunity
January 17, 2019The Navigator® International Equity ADR strategy delivered annualized gains of 3.74% gross (0.68% net) vs. the gains of 0.68% for the…
Read More4Q 2018 — Compelling Opportunities in SMID Cap
January 17, 2019Since inception, Navigator SMID strategy delivered annualized gains of 9.72% gross (6.50% net) vs. 8.02% annualized gains for the Russell 2500…
Read More4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid
January 17, 2019For the fourth quarter of 2018, the Navigator® All Cap Core U.S. Equity strategy had a loss of 17.71% gross (-18.37%…
Read More4Q 2018 — Small Cap Maintains 5-Year Advantage
January 17, 2019For the five years ending December 31, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 4.69%…
Read More4Q 2018 — Ignoring the Deafening Noise
January 17, 2019In late November and early December, we and the markets were concerned with multiple headwinds impacting earnings and thus the near-term…
Read More2019 Market Outlook
January 15, 2019Is Volatility Here to Stay? Highlights We believe: The U.S. economy will continue to grow in 2019, although at a slower…
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