Navigator® All Cap Core U.S. Equity
Navigate U.S. All Cap Stocks with a Disciplined, Research-Backed Approach to Security Selection
Allocation
- Core U.S. Equity, Equity
APPROACH
- Bottom-Up
FOR ADVISORS:
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.
Goal of generating consistent excess returns over a full market cycle.
Investing in companies with sustainable and durable competitive advantages may help investors achieve their desired long-term investment goals. The strategy identifies companies that have low earning variability which we believe demonstrates that they are likely to survive recessions and are likely to thrive on the recoveries that follow.
Strive for growth by exploiting the three primary factors of equity returns.
Our proprietary research has shown that three factors influence equity risk and returns: superior anti-fragility (durable competitive advantage), value and improving business prospects. The strategy applies the research in an effort to generate returns in excess of the benchmark.
Seek to deliver long-term capital appreciation.
The strategy seeks to have lower overall portfolio risk, as measured by beta or volatility, compared to its benchmark. While portfolios are subject to economic and earnings risk, the manager seeks to invest in companies with a reputation for anti-fragility, reliability and the ability to operate profitably in good times and bad.
Get to Know the People Behind the Portfolios
Related Insights
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.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, April 2025
May 5, 2025
Volatility was the key word in April. The tariff announcement, followed days later by a 90-day pause, sent stocks and bonds on a rollercoaster ride over the course of a few weeks. Markets calmed down to a degree after the tariff pause announcement, with stocks recording mixed results.
Learn More
Gauging The Economy
1st Quarter 2025 Economic and Capital Market Review
April 21, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.