In: U.S. SMID Cap Core

SMID Cap Core Commentary
3Q 2021 — SMID Cap
October 18, 2021

Like our other portfolios, our Navigator® SMID portfolio attempted to balance growth and value buys during the quarter while removing companies which have demonstrated an inability to manage rising costs.

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

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

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

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

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

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…

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SMID Cap Core Commentary
1Q 2020 — Survival Requires Change
April 15, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 5.49% gross (2.37% net) vs. 4.91% annualized…

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SMID Cap Core Commentary
4Q 2019 — SMID Provides Long-Term Outperformance
January 13, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.79% gross (8.51% net) vs. 10.74% annualized…

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SMID Cap Core Commentary
3Q 2019 — SMID’s Value and Quality Bias Helps in Q3
October 15, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 10.93% gross (7.68% net) versus 9.78% annualized…

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U.S. SMID Cap Commentary
2Q 2019 — SMID-Cap Steady
July 16, 2019

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.50% gross (8.23% net) vs. 10.42% annualized…

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U.S. SMID Cap Commentary
1Q 2019 — SMID Steady as Russell 2500 Gallops Ahead
April 16, 2019

Since inception, the Navigator SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.67% gross (8.39% net) vs. 10.34% annualized…

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U.S. SMID Cap Commentary
4Q 2018 — Compelling Opportunities in SMID Cap
January 17, 2019

Since inception, Navigator SMID strategy delivered annualized gains of 9.72% gross (6.50% net) vs. 8.02% annualized gains for the Russell 2500…

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U.S. SMID Cap Commentary
3Q 2018 — SMID Remains Slow but Steady
October 15, 2018

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 14.97% gross (11.61% net) vs. 12.50% annualized…

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U.S. SMID Cap Commentary
2Q 2018 — SMID Starts Sixth Year Slowly
July 18, 2018

Since inception, Navigator SMID strategy delivered annualized gains of 15.48% gross (12.10% net) vs. 12.15% annualized gains for the Russell 2500…

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U.S. SMID Cap Commentary
1Q 2018 — SMID Cap Celebrates Five-Year Anniversary with Continued Gains
January 22, 2018

Since inception, Navigator SMID strategy delivered annualized gains of 15.72% gross (12.34% net) vs. 11.55% annualized gains for the Russell 2500…

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