U.S. Small Cap Commentary

4Q 2016 — M&A Wins Help Navigator Small Cap

January 18, 2017

For the three years ending December 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.72% gross (6.49% net),…

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All Cap Core Commentary

4Q 2016 — Value and Quality Drive All Cap

January 18, 2017

Over the last three years, the Navigator All Cap strategy delivered annualized gains of 7.67% gross (4.50% net) compared to the…

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High Dividend Equity Commentary

4Q 2016 — Nothing Stays the Same
 but Change

January 18, 2017

The market began the year 2016 front-end loaded with recession fears, declining earnings estimates, a 7.0% drop in the Chinese stock…

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The Soslow Report

4Q 2016 — From Tea Party Revolution to…The War of Aggression

January 18, 2017

2016 was marked as a year of surprises in which conservative Populism revolted against the liberal “one world order” agenda. Britons,…

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Fixed Income Total Return Commentary

4Q 2016 — A Great Year for High Yield . . . as Predicted

January 17, 2017

In our Outlook last year, we stated that “High yield bonds had one of the best risk-adjusted return profiles.” High yield…

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Market Outlook

Market Outlook 2017 Replay

January 5, 2017

  This video was filmed in December 2016. The opinions expressed are those of the Clark Capital Management Investment Team. The…
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Premier Fixed Income

4Q 2016 — Tears of a Fed

January 4, 2017

As Smokey Robinson might have sung: If there’s a smile on my face, it’s only there trying to fool the public….

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Benchmark Review

Benchmark Review & Monthly Recap, December 2016

January 3, 2017

U.S. equity markets generated positive returns in December. The S&P 500 increased 1.97% for the month, while small cap stocks, as…

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Portfolio Perspectives

Did the Trump Rally Move Value Stocks and Small Caps Too Far Too Fast?

December 15, 2016

Recent market movements offer possible evidence of a major, long-term trend change favoring value stocks. Prior to 2016, for a number…

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On The Web

Using Exchange-Traded Funds in Client Portfolios

December 7, 2016

Mutual funds have the assets, but exchange-traded funds (ETFs) have the growth. In fact, investors are pouring record mounts into these low-cost,…

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