Navigator® Fixed Income Total Return
Navigate Fixed Income with a Tactical Approach
Allocation
- Alternative Diversifiers, Fixed Income, Tactical Fixed Income
APPROACH
- Top-Down
FOR ADVISORS:
This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.
Provide investors the potential for higher returns by identifying market leadership and constantly pursuing alpha.
The strategy utilizes a relative strength, momentum based approach to identify the leading fixed income sector(s).
Manage portfolio risk through the ability to shift to safer fixed income sectors when necessary.
The strategy seeks to minimize downside risk through its ability to shift out of lower quality areas when needed and invest in high quality debt and/or cash.
Utilize a quantitative and repeatable investment process to maintain a durable portfolio through various market cycles.
The strategy utilizes a tactical approach, making adjustments for todays markets. It uses an asset allocation policy that seeks to rotate among High Yield, U.S. Treasuries, and Cash Equivalents.
Get to Know the People Behind the Portfolios
Related Insights
Market Outlook
2026 Market Outlook Resource Center
January 20, 2026
Learn More
Office Hours
Different Types of Revocable Trusts
January 14, 2026
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
Learn More
Office Hours
Online Estate Planning Platforms: What Advisors Should Know
January 14, 2026
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the growing use of online will and trust providers, when these services may be appropriate, the limitations advisors should be aware of, and why proper execution and legal review remain critical.
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.