Diverse strategies
for different
investor goals.
Explore our suite of individual investment strategies thoughtfully constructed to help you address a wide array of client goals.
Visit the Factsheets and Commentaries page for the latest data and insights on our investment strategies.
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Navigator® All Cap Core U.S. Equity
This strategy invests in a broad range of U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
Navigator® Alternative
This strategy seeks to provide meaningful diversification by investing in alternative asset classes. Alternative asset classes may help to reduce volatility when added to a portfolio of traditional asset classes.
Navigator® Diversified Portfolios
Designed to navigate changing market conditions, Navigator® Diversified Portfolios are actively managed by our team of portfolio managers. Each allocation is fully diversified, combining multiple strategies and asset classes into a single account. Strategies are comprised of ETFs and are offered in five risk comfort zones.
Navigator® Enhanced Short Duration
The Navigator Enhanced Short Duration Bond Strategy primarily invests in a broad range of short duration corporate investment grade fixed income securities with a weighted duration typically below one year and, to a lesser degree, intermediate term fixed income securities (which may include below investment grade), U.S Treasuries, and money market securities.
Navigator® Fixed Income Total Return
This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.
Clark Capital Management Group is driven by a single-minded focus: to help clients achieve their individual goals.
The Navigator® mutual funds are designed to help investors participate in market gains while reducing downside risk.
Navigator® Global Balanced Portfolios
This balanced strategy partially allocates to a broad range of global equities while allocating the remainder to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity. Portfolios consist of 20/80, 40/60, 60/40, and 80/20.
Navigator® Global Equity ETF
This strategy seeks capital appreciation through investing in broad range of equity exchange traded funds for capital appreciation. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities.
Navigator® Global Risk Management Portfolios
The strategy utilizes Clark Capital’s proprietary quantitative risk management models to identify risk-on and risk-off market environments.
Navigator® Global Tactical
This strategy seeks capital appreciation through a tactical unconstrained investment approach focusing on a broad range of equity and fixed income opportunities.
Navigator® High Dividend Equity
This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks.
Navigator® High Dividend Equity Option
This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks. Covered call options are selectively utilized in an effort to provide income.
Navigator® International Equity Strategic Beta
We believe investors should seek exposure to the broad international equity market in order to achieve long-term portfolio growth. This portfolio serves as the international equity anchor or core of a diversified portfolio, and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.
Navigator® International Equity/ADR
This strategy invests in a broad range of international equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
Navigator® International Opportunity
This strategy seeks capital appreciation by investing in a broad range of international equity exchange traded funds. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities.
Navigator® Large Cap Growth
The strategy employs a disciplined, research-backed investment process that is both quantitative and qualitative to help investors achieve long-term results over a full market cycle.
Navigator® MultiStrategy Portfolios
This balanced strategy allocates to an opportunistic allocation of U.S. equity exchange traded funds while allocating the remainder to a tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
Navigator® Option Enhancement Strategy
For many high net worth investors, a single stock represents too high a percentage of their overall portfolio, exposing them to unnecessary risk. With the Navigator Option Enhancement strategy, investors can capture additional income while systematically reducing single-stock risk.
Navigator® Short Duration Tax Free Fixed Income
This strategy provides strategic exposure to a broad range of tax free municipal bonds. The strategy seeks to deliver total return with a secondary goal of income.
Navigator® Short Duration Taxable Fixed Income
This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of bonds.
Navigator® Small Cap Core U.S. Equity
This strategy invests in small capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
Navigator® SMID Cap Core U.S. Equity
This strategy invests in small and mid-capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
Navigator® Tactical Investment Grade Bond
This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.
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.
Navigator® Tax Free Fixed Income
This strategy provides strategic exposure to a broad range of tax free municipal bonds. The strategy seeks to deliver total return with a secondary goal of income.
Navigator® Tax-free Fixed Income Core
This strategy provides strategic exposure to a broad range of tax-free bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
Navigator® Taxable Fixed Income
This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of bonds.
Navigator® Taxable Fixed Income Core
This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
Navigator® Total Wealth Strategies
Designed to navigate changing market conditions, Navigator® Total Wealth Strategies are actively managed by our experienced team of portfolio managers. Each allocation is fully diversified, combining multiple strategies and asset classes into a single account. Strategies are offered in five risk comfort zones and are available in tax aware formats. These strategies are designed to help enhance and protect your clients’ wealth, so they can stay on track to achieve their unique goals and objectives.
Navigator® U.S. Equity Strategic Beta
We believe investors should seek exposure to the broad U.S. equity market in order to achieve long-term portfolio growth. This portfolio serves as the U.S. equity anchor or core of a diversified portfolio, and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.
Navigator® U.S. Sector Opportunity
This strategy invests in an opportunistic allocation of U.S. sector and industry exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.
Navigator® U.S. Style Opportunity
This strategy invests in an opportunistic allocation of U.S. style and market-capitalization exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.
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