Benchmark Review & Monthly Recap, May 2019

Tweets, Threats and Tariffs: Global Markets React

Benchmark Review & Monthly Recap, April 2019

1Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap

1Q 2019 — Small Cap Rallies with Value and Quality

1Q 2019 — International Equity Continues to Shine in 2019

1Q 2019 — SMID Steady as Russell 2500 Gallops Ahead

1Q 2019 — Slower Bad, Slow Good

Another Arrow in the Quiver for California Investors: Taxable Municipal Bonds

1Q 2019— Growing Late Cycle Concerns: V-Shaped Decline and Recovery

1Q 2019— Snapback Rally on Powell Pivot and Inverted Yield Curve Bookend Volatile Quarter

1Q 2019— Second Wind for Dividend Stocks

1Q 2019 — Tax-Free Fixed Income

1Q 2019— Taxable Fixed Income

Q1 2019 SMA Fixed Income Commentary— Winter is Coming for Game of Thrones Fans, but is it Spring for Fixed Income?

1Q 2019 — Mirror Images

Benchmark Review & Monthly Recap, March 2019

Yield Curve Inverts—Now What?

Clark Capital Announces Structural Enhancements to Operations and Business Development Teams

Clark Capital Named PSN Top Guns Manager of the Decade

Benchmark Review & Monthly Recap, February 2019

Tax Reform Impacts Call Into Question Coastal Muni Values

Benchmark Review & Monthly Recap, January 2019

4Q 2018 — Fourth Quarter Lows Likely to be Retested, but Long-Term Valuation Picture Improved

4Q 2018 — Playing Defense

4Q 2018 — International Equity Remains a Value Opportunity

4Q 2018 — Compelling Opportunities in SMID Cap

4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid

4Q 2018 — Small Cap Maintains 5-Year Advantage

4Q 2018 — Ignoring the Deafening Noise

2019 Market Outlook

4Q 2018 — A Return to Normal Volatility

4Q 2018 — The Whiplash Market

4Q 2018 — Tax-Free Fixed Income

4Q 2018 — Taxable Fixed Income

4Q 2018 — Fixed Income Underdogs are the Champs of 2018

Benchmark Review & Monthly Recap, December 2018

Late Year Correction or Looming Bear Market?

Clark Capital Management Group Appoints Steven Grant and Jonathan Fiebach Co-Heads of Fixed Income

2019 Outlook: New Year Should Ring in New Muni Supply

Benchmark Review & Monthly Recap, November 2018

Take Five: 5 Questions on Recent Market Volatility

2019 Market Outlook Resource Center

11 Months Down… One to Go

The Oil Price Connection

Market Update – Midterms & Their Market Implications

Benchmark Review & Monthly Recap, October 2018

Rates on the Rise – Why Active Management Matters

How Will Mid-Term Elections Impact Municipal Bonds?

3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?

3Q 2018 — Full Steam Ahead

3Q 2018 — Stocks Lead Gains, High Yield Bonds Remain Strong

3Q 2018 — Small Cap’s Quality Bias Provides Drag

3Q 2018 — All Cap’s Quality Basis Dampens Performance

3Q 2018 — SMID Remains Slow but Steady

3Q 2018 — ADR Extends Lead Into Second Decade

3Q 2018 — To Infinity and Beyond!

3Q 2018 — The U.S. Goldilocks Period Continues…For Now

3Q 2018 — Tax-Free Fixed Income

Perspective on Yesterday’s Selloff

3Q 2018 — Taxable Fixed Income

3Q 2018 — It’s the Final Countdown…

Benchmark Review & Monthly Recap, September 2018

Clark Capital Management Group Adds Larry Roth to Board of Directors

Clark Capital Management Group Expands Distribution and Leadership Teams

Navigating Mid-Term ­Elections: Smooth Sailing or Choppy Waters Ahead?

Benchmark Review & Monthly Recap, August 2018

2019 Clark Capital Mentoring/Internship Program

Two Years and Too Fast

Benchmark Review & Monthly Recap, July 2018

2Q 2018 — Cyclical Bull Market Trends ­Continue, Despite Worries It Is Long in the Tooth

2Q 2018 — Global Growing Pains

2Q 2018 — Made in America

2Q 2018 — ADR Steady into Its Second Decade

2Q 2018 — SMID Starts Sixth Year Slowly

2Q 2018 — Navigator Small Cap’s Quality Bias Povides Drag

2Q 2018 — The Dilemma of Success

1Q 2018 — The Old Normal Copy

2Q 2018 — Semiconductor Capital Equipment Transition Tempers All Cap

2Q 2018 — The Rates Market Was Kung Fu Fighting

Benchmark Review & Monthly Recap, June 2018

Clark Capital Management Group Welcomes Eric Kazatsky to Fixed Income Team

Benchmark Review & Monthly Recap, May 2018

Find Your Sales Rep

Benchmark Review & Monthly Recap, April 2018

Process Excellence Director

1Q 2018 — Single Digit Returns, Double Digit Volatility

1Q 2018 — The First Quarter Was Back to Normal

1Q 2018 — Keep Calm and Carry On

1Q 2018 — All Cap Starts Positive — Barely

1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark

1Q 2018 — The Old Normal

1Q 2018 — Dividend Growers over the Long Run

1Q 2018 — Lawyers, Guns and Tariffs

Trade War or Tit for Tat?

Benchmark Review & Monthly Recap, March 2018

Clark Capital Named PSN Top Guns Manager of the Decade

Bond Market Disconnect: High Yields ­Delivered Despite Treasuries’ Tumult

Benchmark Review & Monthly Recap,February 2018

Clark Capital Wins 2018 Lipper Award for Navigator® Tactical Fixed Income Fund

The Tax Law Changes and Their Impact on Debt Markets

Economic Review and Outlook

Does Anybody Remember What a Correction Feels Like?

Benchmark Review & Monthly Recap, January 2018

4Q 2017 — Bears’ Fears Are Only Imagined

4Q 2017 — The Ride Was Smooth and Up

4Q 2017 — Another Great Year in the Books

2018 Market Outlook

1Q 2018 — SMID Cap Celebrates Five-Year Anniversary with Continued Gains

4Q 2017 — Navigator Small Cap Keeps Pace with Benchmark

1Q 2018 — ADR Begins Second Decade

4Q 2017 — All Cap’s Performance Lead Widens

4Q 2017 — Dividend Growers Post another Strong Year

4Q 2017 — Fearless

4Q 2017 — Sweet Dreams

Benchmark Review & Monthly Recap, December 2017

Market Outlook 2018 Video

Clark Capital Provides Ownership to All Employees

Benchmark Review & Monthly Recap, November 2017

Adding to the Benefits of Diversification

Benchmark Review & Monthly Recap, October 2017

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

3Q 2017 — ADR Advances, Quality Bias Limits Gains

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

3Q 2017 — The “Slow Grind” Continues

3Q 2017 — Navigator Small Cap Catches Russell

3Q 2017 — Tech and Consumer Drive SMID Higher

3Q 2017 — Indian Summer

3Q 2017 — Party Like It’s . . .

3Q 2017 — Earnings and Dividend Growth Continues into Yearend

3Q 2017 — “The Waiting” Is the Hardest Part (Tom Petty)

Benchmark Review & Monthly Recap, September 2017

And So It Begins…

#TradeTalks Passive vs. Active

Benchmark Review & Monthly Recap, August 2017

2Q 2017 — A Reversal of Fortunes

The Demise of Beta and Rise of Antifragility

Relative Strength

Benchmark Review & Monthly Recap, July 2017

2Q 2017 — ADR Performance Strong vs. Index

2Q 2017 — Navigator Small Cap Keeps Pace in ­Expensive Market

2Q 2017 — All Cap’s Performance Lead Widens

2Q 2017 — SMID Maintains Performance Lead Over Russell 2500

2Q 2017 — Exit Strategy?

2Q 2017 — It’s the Classic Slow Grind

2Q 2017 — Low Volatility = Too Much Complacency

2Q 2017 — Strange Bedfellows: Strong Earnings, Lackluster Economic Data

2Q 2017 — Do It Again

Benchmark Review & Monthly Recap, June 2017

Benchmark Review & Monthly Recap, May 2017

Clark Capital Management Earns Envestnet’s Strategist of the Year Honor

Benchmark Review & Monthly Recap, April 2017

1Q 2017 — Quality Holdings Boost Small Cap

1Q 2017 — All Cap’s Quality Bias Offsets Lower Cap Holdings

1Q 2017 — SMID Cruises in to Four Year Anniversary

1Q 2017 — ADR’s Quality/Value Bias Remains Compelling

1Q 2017 — Mission Accomplished?

1Q 2017 — Where Did the Volatility Go?

Returns of Active Bond Funds Stand Above Active Equity Funds

1Q 2017 — Is the Market Rally Long in the Tooth?

1Q 2017 — Go Your Own Way

What Clients Want: The Case for Collaborative Portfolio Construction

Benchmark Review & Monthly Recap, March 2017

Benchmark Review & Monthly Recap, February 2017

Benchmark Review & Monthly Recap, January 2017

4Q 2016 401(k)

4Q 2016 — 2016 Defined By Turn in Interest Rates

Podcast: Market Outlook | January 2017

Clark Capital Names Brendan Clark New Chief Executive Officer

4Q 2016 — SMID Gains from Market’s Renewed Growth Focus

4Q 2016 — Compelling

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

4Q 2016 — Value and Quality Drive All Cap

4Q 2016 — Nothing Stays the Same
 but Change

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

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

4Q 2016 — Tears of a Fed

Benchmark Review & Monthly Recap, December 2016

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

Using Exchange-Traded Funds in Client Portfolios

Benchmark Review & Monthly Recap, November 2016

A Focus on Strategy Amid Volatility in Fixed Income

Podcast: Bond Discussion | November 2016

3Q 2016 401(k)

Health Tracking vs. Wealth Tracking

Trump Wins, Trump Wins — Uh-Oh, What Now?

Delivering Anxiety-Adjusted Returns with a Time Segmented Approach

Benchmark Review & Monthly Recap, October 2016

Will the Bull Market Survive?

3Q 2016 — High Yield — Party Like It’s…

3Q 2016 — All Cap’s Undervalued, Lower Risk ­Holdings Represent Opportunity

3Q 2016 — A (Comparatively) Quiet Time for the Markets

3Q 2016 — ADR’s Slight Shift toward Emerging Markets Enhances Return/Risk Trade-Off

3Q 2016 — SMID Misses High Beta Gains

3Q 2016 — Small Cap’s Value/Quality Bias Limits Gains

3Q 2016 — Fire and Water

3Q 2016 — Dividend Growers Take Center Stage

3Q 2016 — In Bonds, No One Can Hear You Scream

Benchmark Review & Monthly Recap, September 2016

Election Uncertainty: It’s Crunch Time.

Benchmark Review, August 2016

High Yields: Love ‘em if You Can Leave ‘em

Benchmark Review, July 2016

2Q 2016 401(k)

Is Your Client a Modern-Day Sisyphus?

BREXIT What? How Will It Affect Our Markets?

2Q 2016 — Brexit, Not Our Problem

2Q 2016 — Consumer Heavy All Cap Lags

2Q 2016 — Technology/Industrials Weigh on Small Cap

2Q 2016 — SMID Rests after Three Year ­Anniversary Gain

2Q 2016 — ADR’s Quality Focus Helps Navigate Brexit Turmoil

Benchmark Review, June 2016

2Q 2016 — Plenty of Fireworks

2Q 2016 — Perspective

2Q 2016 — Stocks on Sale, Again

2Q 2016 — Central Banks Playing Chutes and Ladders

Brexit Wins

Argentina & Relative Strength

Benchmark Review, May 2016

Curing Two Ills with High Yield Bonds

Gain over Pain: Helping Investors Stay in the Game

Clark Capital Management Group Establishes Client Portfolio Management Team

1Q 2016 — A Tale of Two Halves

Benchmark Review, April 2016

Collaboration — the New Model for High-Net-Worth Investors?

1Q 2016 — a Tale of Two Halves

Fourteen Corrections and Counting!

1Q 2016 — Growth vs Value

1Q 2016 — SMID Nails Three Year Anniversary!

1Q 2016 — Emerging Markets Rebound Leaves ADR Behind for the First Quarter

1Q 2016 — Small Cap Avoids Health Care for Gains

1Q 2016 — Balanced Capitalization Exposure Harms All Cap

1Q 2016 — Flip-Flopping Fed

1Q 2016 — Central Banks Policies . . . Everyone Gets a Trophy

1Q 2016 — Who’s Afraid of Volatility?

Benchmark Review, March 2016

Can We Trust the Cheap Valuations in Emerging Markets This Time?

Weakness in High Yield Bonds is Due to More Than Just the Energy Sector

These are Times When Great Investors Shine

Benchmark Review, February 2016

Trade Update: Navigator Fixed Income Total Return

Weakness in High Yield Bonds Is Broad, and NOT Just Due to the Energy Sector

Race to the Bottom

These Are the Times When Great Advisors Shine

Benchmark Review, January 2016

It Was Something Else

4Q 2015 — Quality Industrials Pace Small Cap

4Q 2015 — All Cap Outperforms Despite Small and Mid Cap Exposure

4Q 2015 — ADR Avoids Emerging Markets

4Q 2015 — SMID Approaches Its New Three Year Anniversary

4Q 2015 — State of the Portfolio. Ten for 2015.

Running from Junk

4Q 2015 — A Year of Uncertainty

4Q 2015 — Yields of Dreams . . . If You Raise Them They Will Rise

Commit to a Great Communication Strategy in 2016

4Q 2015 — Finally, Now What?

Benchmark Review, December 2015

Running From Junk

Benchmark Review, November 2015

Relative Strength: A Valued Investment Factor

Managing Fixed Income in a Changing Interest Rate Environment

To Personalize Investments, Start with a Process

Benchmark Review, October 2015

3Q 2015 401(k)

Did the Pause Refresh?

3Q 2015 — Global Turmoil While the U.S. Market Stays Hooked on Low Rates

3Q 2015 — Global Turmoil While the U.S. Market Stays Hooked on Low Rates

Global Turmoil While the U.S. Market Stays Hooked on Low Rates

3Q 2015 — SMID Expensive?

3Q 2015 — International/ADR Extends Lead Over Broad Measures

3Q 2015 — Financials Help Small Cap Outpace Indices

3Q 2015 — Rip Off the Band-Aid!

3Q 2015 — Quality Exposure Helps All Cap

3Q 2015 — Market Volatility Presents a ­Buying Opportunity

3Q 2015 — Fed Passes on Rate Hike and Volatility Arises

3Q 2015 — Relative Strength Trends ­Remain Stable in the Face of August Correction

3Q 2015 — The Good, the Bad and the Ugly…and the Rate Hike

Benchmark Review, September 2015

Clark Capital Management Group Appoints National Sales Manager

Three Ways Income Planning Can Help Your Clients Navigate The Future

Benchmark Review, August 2015

Stay Calm While Others Panic

Benchmark Review, July 2015

2Q 2015 401(k)

2Q 2015 — A Pinch of Greece and aDash of China = Volatility

2Q 2015 — A Pinch of Greece and aDash of China = Volatility

2Q 2015 — A Pinch of Greece and aDash of China = Volatility

2Q 2015 — SMID Pushes Higher

2Q 2015 — Despite China Exposure, International/ADR Gains

2Q 2015 — Small Cap Slips Slightly

2Q 2015 — Stay with Credits

Active, Passive and Personal

2Q 2015 — U.S. Economy in a Slow, Steady Uptrend

2Q 2015 — M&A Activity Aids All Cap

2Q 2015 — Traffic Jams

2Q 2015 — Mergers & Acquisitions at Record Levels in Q2

A Pause That Refreshes or the Beginning of Something More Continued?

2Q 2015 — “Greece” Is the Word

Benchmark Review, June 2015

Greece and Puerto Rico Spark Global Volatility

Clark Capital Management Group to Sell Its Turnkey Asset Management Program Assets to AssetMark

Clark Capital Receives SmartCEO Magazine Family Business Award

Why It’s Time to Stop Reading About Robo Advisors

Benchmark Review, May 2015

Benchmark Review, April 2015

1Q 2015 401(k)

1Q 2015 — SMID Achieves Steady Gains

1Q 2015 — Small Cap’s Start Strong

1Q 2015 — All Cap Runs Higher

1Q 2015 — The Dollar is King

1Q 2015 — The Dollar is King

Investment Trends Shaping Our Industry’s Future

1Q 2015 — International/ADR Equities Soar

1Q 2015 — You Couldn’t Pay Me!

1Q 2015 — Will Europe and the Emerging Markets Drag Us Down?

A Pause That Refreshes or the Beginning of Something More?

1Q 2015 — Global Stimulus Drives Yields Lower

1Q 2015 — Fed Policy and Dividend Growers, Dividend Payers and Non Payers

How Organization Promotes Successful Outcomes

1Q 2015 — The Dollar is King

1Q 2015 — Europe Joins the QE Party

Benchmark Review, March 2015

Cheap Oil Prompts Debate on Best Investment Response

Time to Ratchet Up Risk Management?

Five Reasons to Hold High Yield in 2015

Is Excessive Speculation Brewing in Small Caps?

Q&A — Navigator® Global Opportunity

Time for Investors to Simplify Their Bonds

Benchmark Review, February 2015

Personalized Risk Management: Helping Clients Make Smarter Decisions about Their Money

Four Reasons ETFs are Good for RIAs

4Q 2014 401(k)

Should U.S. Treasuries Be Considered High Yield?

Benchmark Review, January 2015

Is It Time for Our Industry To Embrace Mass Personalization?

4Q 2014 — A Fractured Market

4Q 2014 — A Fractured Market

4Q 2014 — World Yields Ratchet Lower

4Q 2014 — How Low Can Yields Go?

4Q 2014 — SMID Matches Gains

4Q 2014 — Long Trends Keep International/ADR Strategy Positive

4Q 2014 — Small Cap’s Solid Year

4Q 2014 — A Fractured Market

4Q 2014 — From Russia With Love

4Q 2014 — All Cap Keeps Pace

Aging, Raging Bull and the Seven Year Stretch

4Q 2014 — Will the U.S. lead the world towards a recovery?

4Q 2014 — Market Milestones

Benchmark Review, December 2014

Year-End Update, Fixed Income Total Return

A Guide to Understanding Maturity Buckets

Has Diversification Lost Its Luster?

Implications of the Flattening Yield Curve

Q&A — Tony Soslow’s Equity Portfolios

Benchmark Review, November 2014

Are Bond Investors Turkeys?

Oil and Money Don’t Mix

Benchmark Review, October 2014

3Q 2014 — Quality Focus Protects ADR Strategy

3Q 2014 — SMID Still Outpacing Russell 2000

3Q 2014 — Small Cap Retreats Less

A Healthy Serving of Active and Passive

3Q 2014 — All Cap Trails

3Q 2014 — A New Beginning?

3Q 2014 — Dollar Strength Derails Global Advance

3Q 2014 — Dividends and the Aging Population

3Q 2014 — Dollar Strength Derails Global Advance

3Q 2014 — Dollar Strength Derails Global Advance

3Q 2014 — Narrowness of Market Predominates

Will this Bull Stumble and Then Run?

3Q 2014 — Treasuries Reign Supreme

Paranormal Activity: Investors Continue to Pile Into Bonds

3Q 2014 — The Yield Curve Flattens

Benchmark Review, September 2014

Six Reasons Why the End of Quantitative Easing May Not Lead to Higher Interest Rates

Active vs. Passive: Are We Asking Ourselves the Wrong Question?

Are U.S. Treasuries Undervalued?

Benchmark Review, August 2014

Is Now the Time to Take Some Risk Off the Table?

Trimming the Fat Without Losing the Muscle

Q&A — Navigator® High Dividend Equity

Benchmark Review, July 2014

One Week Crush: What’s Next?

2Q 2014 401(k)

2Q 2014 — Demand for Dividends

Liquid Alternatives – Here to Stay

2Q 2014 — Advances Across the Markets

2Q 2014 — Marching to the Beat of Fed Liquidity

The Eveready Market

2Q 2014 — The Race to Zero?

2Q 2014 — All Cap Keeps Pace

2Q 2014 — Winter Is Coming

2Q 2014 — Against All Odds

2Q 2014 — SMID Extends Lead

2Q 2014 — Robust M&A Activity Propels ADR Strategy

2Q 2014 — Small Cap Pushes Ahead

S&P 500 to Fed: “You Really Got a Hold on Me”

2Q 2014 — Marching to the Beat of Fed Liquidity

Benchmark Review, June 2014

A Guide to Commonly Used Advisory Terms

Spotlight on Sharpe Ratio

Benchmark Review, May 2014

Clark Capital Management Group Introduces the Navigator® Tactical Fixed Income Fund

What Will Happen When QE3 Ends?

Clark Capital Management Group Introduces the Navigator® Personalized UMA

Sell in May and Go Away?

Benchmark Review, April 2014

Unconstrained Versus Nontraditional Bond Funds

Alceda and Clark Capital Launch Tactical Fixed Income Fund

1Q 2014 — Credit Dominates Again

1Q 2014 — ADR/International Equity Steady

1Q 2014 — SMID’s Long-term Overnight Success!

1Q 2014 — You Can Make Money in Bonds? Who Knew?

1Q 2014 — Small Cap Almost Even

1Q 2014 — Stuck in the Mud

4Q 2013 — Stuck in the Mud

1Q 2014 — All Cap Shines

1Q 2014 — Dividend and Earnings Growth

1Q 2014 — Stuck in the Mud

Top or Pause that Refreshes?

Do Things Really Ever Change?

1Q 2014 — It’s Value Not Quality

Benchmark Review, March 2014

Is the Stock Market Overvalued?

CNBC’s “Squawk on the Street” – March 31, 2014

Understanding Duration Can Help You Navigate a Rising Rate Environment

Q&A — Navigator® Taxable Fixed Income

Q&A — Navigator® Fixed Income Total Return

Q&A — Navigator® Tax-Free Fixed Income

Partner Outlook 2014

4Q 2013 401(k)

4Q 2013 — Under Pressure

The Lost Decade Has Been Recovered!

Will Momentum Give Way to a Mid-Term Election Year Correction?

Taper Rally

Clark Capital Profile from Index Universe

Bonds or Bond Funds in a Rising Rate Environment

Clark Capital Overview by Brendan Clark

Will Floating Rates Rise to the Occasion?

Government Shutdown — What Does It Mean?

CNBC’s “Squawk on the Street” – October 14, 2013

Unbelievable!

Clark Capital Management Group Hires Fiebach’s Main Point Advisors to Manage the Navigator Duration Neutral Bond Fund

Is Diversification Out of Favor?

Why This Time Is Different

CNBC’s “Closing Bell” – June 24, 2013

Average Returns ≠ Compound Returns

Clark Capital Management Group Appoints Anthony Soslow, CFA, as Senior Portfolio Manager

Navigating a Rising Rate Environment

Liquid Alternatives

Record Highs: Is a Hangover Next?

CNBC’s “Closing Bell” – March 28, 2013

CNBC’s “Squawk on the Street” – March 12, 2013

CNBC’s “Closing Bell” – January 28, 2013

CNBC’s “Santelli Exchange” – December 17, 2012

Clark Capital Management Group Appoints Brendan Clark President

CNBC’s “Closing Bell” – May 9, 2012

CNBC’s “Fast Money Halftime Report” – April 30, 2012