By: Tony Soslow, CFA®

SMID Cap Core Commentary
2Q 2021 — SMID Cap
July 19, 2021

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In the first quarter of 2021, the Navigator® SMID Cap strategy had a gain of 18.74% gross (17.91% net) vs. the 10.93% gain in the Russell 2500 Index.

Tony Soslow
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U.S. Small Cap Commentary
2Q 2021 — Small Cap
July 19, 2021

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For the first quarter of 2021, the strategy had a gain of 18.99% gross (18.14% net) vs a 12.70% gain for the Russell 2000 Index.

Tony Soslow
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ADR/International Equity Commentary
2Q 2021 — International Equity/ADR
July 19, 2021

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For the first quarter of 2021, the strategy had a gain of 7.91% gross (7.12% net) versus the 3.49% gain in the MSCI All Country World ex-USA Index.

Tony Soslow
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All Cap Core Commentary
2Q 2021 — All Cap
July 19, 2021

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For the first quarter of 2021, the Navigator® All Cap strategy had a return of 11.75% (10.94% net) vs. a 6.35% gain in the Russell 3000 Index.

Tony Soslow
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All Cap Core Commentary
1Q 2021 — All Cap Outpaces Benchmark with Help from Consumer Discretionary
April 13, 2021

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For the first quarter of 2021, the Navigator® All Cap strategy had a return of 11.75% (10.94% net) vs. a 6.35% gain in the Russell 3000 Index.

Tony Soslow
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ADR/International Equity Commentary
1Q 2020 — International Equity/ADR Continues to Outperform in 2021
April 13, 2021

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For the first quarter of 2021, the strategy had a gain of 7.91% gross (7.12% net) versus the 3.49% gain in the MSCI All Country World ex-USA Index.

Tony Soslow
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SMID Cap Core Commentary
1Q 2021 — Healthcare and Information Technology Boost SMID Cap in Q1
April 13, 2021

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In the first quarter of 2021, the Navigator® SMID Cap strategy had a gain of 18.74% gross (17.91% net) vs. the 10.93% gain in the Russell 2500 Index.

Tony Soslow
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U.S. Small Cap Commentary
1Q 2021 — Small Cap Shines on the Heels of a Steepening Yield Curve
April 13, 2021

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For the first quarter of 2021, the strategy had a gain of 18.99% gross (18.14% net) vs a 12.70% gain for the Russell 2000 Index.

Tony Soslow
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U.S. Small Cap Commentary
4Q 2020 — Small Cap Trails Record Russell 2000 Gain
January 21, 2021

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Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

Tony Soslow
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All Cap Core Commentary
4Q 2020 — Multi-Style, Multi-Cap Lifts All Cap in Fourth Quarter
January 21, 2021

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Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

Tony Soslow
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ADR/International Equity Commentary
4Q 2020 — International Equity Ends 2020 on a High Note
January 21, 2021

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Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

Tony Soslow
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SMID Cap Core Commentary
4Q 2020 — SMID Remains Steady as Russell 2500 Gallops Ahead
January 21, 2021

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Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

Tony Soslow
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U.S. Small Cap Commentary
3Q 2020 — Small Cap Rallies as Economic Conditions Continue to Improve
October 15, 2020

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72.6% of the Navigator® Small Cap portfolio is positioned in small-cap stocks with the balance in mid-cap stocks and cash. Industrials…

Tony Soslow
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All Cap Core Commentary
3Q 2020 — All Cap Focused on Re-Opening Trends
October 15, 2020

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The Navigator® All Cap strategy remains positioned in approximately 67.5% in large-cap stocks and the remainder in mid/small-cap cap stocks and…

Tony Soslow
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ADR/International Equity Commentary
3Q 2020 — International Equity Continues to Shine in Third Quarter
October 15, 2020

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The Navigator® ADR/International Equity remains positioned in approximately 17.4% in emerging markets with the balance in developed economies. Our weight in…

Tony Soslow
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The Soslow Report
3Q 2020 — The News Diet
October 15, 2020

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In 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,

Tony Soslow
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SMID Cap Core Commentary
3Q 2020 — SMID Remains Steady in Third Quarter
October 15, 2020

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Navigator® SMID Cap is positioned approximately 63.3% in small-cap stocks with the balance in mid-cap stocks and cash. Industrials are now…

Tony Soslow
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SMID Cap Core Commentary
2Q 2020 — SMID Rebounds in a Big Quarter
July 14, 2020

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Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 8.03% gross (4.85% net) vs. 8.20% annualized…

Tony Soslow
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U.S. Small Cap Commentary
2Q 2020 — Small Cap Rallies with Value and Quality
July 14, 2020

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For the past five years ending June 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 2.16%…

Tony Soslow
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All Cap Core Commentary
2Q 2020 — Diversified All Cap Gains
July 14, 2020

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For the second quarter of 2020, the Navigator® All Cap strategy had a return of 19.70% (18.85% net) vs. a 22.03%…

Tony Soslow
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