In: U.S. Small Cap Core

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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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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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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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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U.S. Small Cap Commentary
1Q 2020 — Small Cap Intensifies Balance Sheet Scrutiny
April 20, 2020

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For the five years ending March 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized loss of -1.81% gross…

Tony Soslow
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U.S. Small Cap Commentary
4Q 2019 — Small Cap Rallies with Russell 2000
January 13, 2020

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For the 12 months ending December 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered gains of 26.51% gross…

Tony Soslow
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U.S. Small Cap Commentary
3Q 2019 — Value Strategy Remains Compelling in Small Cap
October 15, 2019

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For the ten years ending September 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 11.69%…

Tony Soslow
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U.S. Small Cap Commentary
2Q 2019 — Small Cap Rallies with Value and Quality
July 15, 2019

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For the five years ending June 30, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 7.37%…

Tony Soslow
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U.S. Small Cap Commentary
1Q 2019 — Small Cap Rallies with Value and Quality
April 16, 2019

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For the five years ending March 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 7.49%…

Tony Soslow
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U.S. Small Cap Commentary
4Q 2018 — Small Cap Maintains 5-Year Advantage
January 17, 2019

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For the five years ending December 31, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 4.69%…

Tony Soslow
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U.S. Small Cap Commentary
3Q 2018 — Small Cap’s Quality Bias Provides Drag
October 15, 2018

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For the five years ending September 30, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 12.03%…

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

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

Tony Soslow
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U.S. Small Cap Commentary
1Q 2018 — Navigator Small Cap Slightly Outpaces Benchmark
April 17, 2018

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For the three years ending March 31, 2018, the Navigator Small Cap strategy delivered annualized gains of 8.51% gross (5.32% net)…

Tony Soslow
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U.S. Small Cap Commentary
4Q 2017 — Navigator Small Cap Keeps Pace with Benchmark
January 22, 2018

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For the three years ending December 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 11.78% gross (8.50% net),…

Tony Soslow
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U.S. Small Cap Commentary
3Q 2017 — Navigator Small Cap Catches Russell
October 16, 2017

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For the three years ending September 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 13.97% gross (10.63% net),…

Tony Soslow
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U.S. Small Cap Commentary
2Q 2017 — Navigator Small Cap Keeps Pace in ­Expensive Market
July 21, 2017

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For the three years ending June 30, 2017, the Navigator Small Cap strategy delivered annualized gains of 9.97% gross (6.74% net),…

Tony Soslow
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U.S. Small Cap Commentary
1Q 2017 — Quality Holdings Boost Small Cap
April 17, 2017

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For the three years ending March 31, 2017, the Navigator Small Cap strategy delivered annualized gains of 10.94% gross (7.68% net),…

Tony Soslow
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U.S. Small Cap Commentary
4Q 2016 — M&A Wins Help Navigator Small Cap
January 18, 2017

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For the three years ending December 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.72% gross (6.49% net),…

Tony Soslow
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U.S. Small Cap Commentary
3Q 2016 — Small Cap’s Value/Quality Bias Limits Gains
October 12, 2016

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For the three years ending September 30, 2016, the Navigator Small Cap strategy delivered annualized gains of 9.46% gross (6.24% net),…

Tony Soslow
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