In: U.S. All Cap Core

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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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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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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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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All Cap Core Commentary
1Q 2020 — All Cap Focused on Survive and Thrive
April 20, 2020

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For the first quarter of 2020, the Navigator® All Cap Core U.S. Equity strategy had a return of -25.42% (-26.03% net)…

Tony Soslow
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All Cap Core Commentary
4Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
January 13, 2020

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For the fourth quarter of 2019, the Navigator® All Cap U.S. Equity strategy had a return of +9.58% (8.78% net) vs….

Tony Soslow
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All Cap Core Commentary
3Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
October 15, 2019

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For the third quarter of 2019, the Navigator® All Cap Core U.S. Equity strategy had a return of -0.01% (-0.75% net)…

Tony Soslow
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All Cap Core Commentary
2Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap
July 15, 2019

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Per our notes in the commentary Avalon on the extreme and persistent outperformance of large-cap and growth stocks at the detriment…

Tony Soslow
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All Cap Core Commentary
1Q 2019 — Value and Quality Characteristics ­Remain Solid in All Cap
April 18, 2019

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For the first quarter of 2019, the Navigator® All Cap strategy had a gain of 9.81% gross (9.01% net) versus a…

Tony Soslow
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All Cap Core Commentary
4Q 2018 — All Cap’s Quality and Value Characteristics Remain Solid
January 17, 2019

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For the fourth quarter of 2018, the Navigator® All Cap Core U.S. Equity strategy had a loss of 17.71% gross (-18.37%…

Tony Soslow
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All Cap Core Commentary
3Q 2018 — All Cap’s Quality Basis Dampens Performance
October 15, 2018

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For the third quarter of 2018, the Navigator All Cap Core U.S. Equity strategy gained 3.68% gross (2.91% net) versus a…

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

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

Tony Soslow
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All Cap Core Commentary
1Q 2018 — All Cap Starts Positive — Barely
April 17, 2018

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For the first quarter of 2018, Navigator All Cap strategy gained 0.31% gross (-0.44% net) versus a 0.64% loss in the…

Tony Soslow
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All Cap Core Commentary
4Q 2017 — All Cap’s Performance Lead Widens
January 22, 2018

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For the fourth quarter of 2017, Navigator All Cap strategy gained 8.28% gross (7.49% net) versus a 6.34% gain in the…

Tony Soslow
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All Cap Core Commentary
3Q 2017 — All Cap’s Performance Lead Continues to Widen
October 16, 2017

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For the third quarter of 2017, Navigator All Cap strategy gained 7.82% gross (7.03% net) versus a 4.57% gain in the…

Tony Soslow
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All Cap Core Commentary
2Q 2017 — All Cap’s Performance Lead Widens
July 21, 2017

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For the second of quarter of 2017, Navigator All Cap strategy gained 4.48% gross (3.71% net) versus a 3.02% gain in…

Tony Soslow
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All Cap Core Commentary
1Q 2017 — All Cap’s Quality Bias Offsets Lower Cap Holdings
April 17, 2017

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For the first quarter 2017, Navigator All Cap strategy gained 6.86% gross (6.08% net) versus a 5.74% gain in the Russell…

Tony Soslow
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All Cap Core Commentary
4Q 2016 — Value and Quality Drive All Cap
January 18, 2017

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

Tony Soslow
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All Cap Core Commentary
3Q 2016 — All Cap’s Undervalued, Lower Risk ­Holdings Represent Opportunity
October 21, 2016

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Over the last three years, the Navigator All Cap strategy delivered annualized gains of 7.92% gross (4.75% net) vs Russell 3000…

Tony Soslow
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