Navigator® Tactical U.S. Allocation
The U.S. equity market offers a variety of growth opportunities, but also presents a number of unique challenges and risks. Clark Capital believes investors may benefit from a disciplined, quantitatively managed tactical asset allocation approach that actively pursues “risk-on” opportunities while guarding against undue risks.
Deliver Total Return
The strategy utilizes a relative strength, momentum based approach to identify the leading sector(s).
Reduce Portfolio Risk
The strategy seeks to minimize downside risk through its ability to shift shift its asset class exposure from U.S. equities to treasuries and cash.
Take a Tactical Approach
The strategy utilizes a tactical asset allocation policy that seeks to rotate among the following asset classes: U.S. equities, treasuries and cash.
Get to Know the People Behind the Portfolios
Related Insights
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, May 2025
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Stocks rallied in May with large-cap growth stocks reminding investors of their strength over recent years. The NASDAQ Composite led all major indices for the month with a gain just shy of 10%.
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Market Updates
Investor Market Update, May 2025
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Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
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Monthly Moves
Monthly Moves: Charting Our Strategies, April 2025
May 6, 2025
April was challenging for U.S. markets, as major indices declined for the third consecutive month due to U.S. tariff uncertainty and recession concerns.
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