In: Strategy Commentaries

Taxable Fixed Income Commentary
2Q 2021— Taxable Fixed Income
July 19, 2021

The 10-year U.S. Treasury finished the first quarter yielding 1.74%, which was a swift rise from the 2020 closing yield of 91 basis points.

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

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.

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

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.

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

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.

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Fixed Income Total Return Commentary
2Q 2021 — Risk Assets Continue to Rally
July 16, 2021

2021 is off to a strong start with the economy very strong and gaining momentum as the vaccine rollout continues and the economy reopens.

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Multi-Strategy Commentary
2Q 2021 — Record Setting Growth for Equities, but Inflation Concerns Abound
July 16, 2021

The first quarter saw the continuation of very strong equity markets, but the leadership profile has now changed.

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Global Tactical Commentary
2Q 2021 — Strong Economy And Fundamentals Should Fight Off Valuation Risks – For Now
July 16, 2021

Even though we have been living through the disruptive effects of a pandemic, markets and the economy have recovered beautifully from the initial shock in February and March of 2020.

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Tax-Free Fixed Income Commentary
2Q 2021 — Tax-Free Fixed Income
July 16, 2021

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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High Dividend Equity Commentary
2Q 2021— Cracks in the Value Trade?
July 16, 2021

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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

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.

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

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.

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

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.

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

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.

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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

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.

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Global Tactical Commentary
1Q 2021 — Stocks Outperform Treasuries by Most Since 2009
April 13, 2021

Even though we have been living through the disruptive effects of a pandemic, markets and the economy have recovered beautifully from the initial shock in February and March of 2020.

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Multi-Strategy Commentary
1Q 2021 — Risk Appetite Remains Strong
April 13, 2021

The first quarter saw the continuation of very strong equity markets, but the leadership profile has now changed.

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Tax-Free Fixed Income Commentary
1Q 2021 — Tax-Free Fixed Income
April 13, 2021

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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High Dividend Equity Commentary
1Q 2021— The Broad Market Rally Continues in Q1
April 12, 2021

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

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Taxable Fixed Income Commentary
1Q 2021— Taxable Fixed Income
April 12, 2021

The 10-year U.S. Treasury finished the first quarter yielding 1.74%, which was a swift rise from the 2020 closing yield of 91 basis points.

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Fixed Income Total Return Commentary
1Q 2021 — Credit and High Yield Hold Up Strong in the Face of Rising Yields
April 12, 2021

2021 is off to a strong start with the economy very strong and gaining momentum as the vaccine rollout continues and the economy reopens.

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