Benchmark Review
Benchmark Review & Monthly Recap, July 2018
August 6, 2018

A strong corporate earnings tailwind combined with favorable economic data helped to offset trade tensions and a correction in global technology…

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Opportunity Update Commentary
2Q 2018 — Cyclical Bull Market Trends ­Continue, Despite Worries It Is Long in the Tooth
July 20, 2018

The second quarter of 2018 was much more quiet than the first, at least in U.S. markets. We began the quarter…

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Multi-Strategy Commentary
2Q 2018 — Global Growing Pains
July 20, 2018

The consensus thinking in early 2018 was that we had achieved “synchronized global growth,” but only the U.S. has delivered so…

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High Dividend Equity Commentary
2Q 2018 — Made in America
July 18, 2018

At the mid-year mark, earnings growth remains stellar aided by the 2017 Tax Cuts and Jobs Act which helped boost first…

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ADR/International Equity Commentary
2Q 2018 — ADR Steady into Its Second Decade
July 18, 2018

The Navigator International Equity/ADR strategy delivered annualized gains of 9.56% gross (6.34% net) vs. the gains of 5.99% for the MSCI…

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U.S. SMID Cap Commentary
2Q 2018 — SMID Starts Sixth Year Slowly
July 18, 2018

Since inception, Navigator SMID strategy delivered annualized gains of 15.48% gross (12.10% net) vs. 12.15% annualized gains for the Russell 2500…

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U.S. Small Cap Commentary
2Q 2018 — Navigator Small Cap’s Quality Bias Povides Drag
July 18, 2018

For the five years ending June 30, 2018, the Navigator Small Cap strategy delivered annualized gains of 13.54% gross (10.21% net)…

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The Soslow Report
2Q 2018 — The Dilemma of Success
July 17, 2018

With my youngest now 19 and off to college in the fall, I begin to consider my parenting obligations as both…

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The Soslow Report
1Q 2018 — The Old Normal Copy
July 17, 2018

Politics aside (always a dangerous opening salvo), the current administration self classifies as pro-business. Agnostically, I classify it as pro-cyclical. Before…

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All Cap Core Commentary
2Q 2018 — Semiconductor Capital Equipment Transition Tempers All Cap
July 17, 2018

For the second quarter of 2018, the Navigator All Cap strategy lost 0.87% gross (1.62% net) versus a 3.89% gain in…

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