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
Office Hours
Pay Attention to Asset Titling
April 8, 2026
In this Office Hours Wealth Planning Series episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson examine asset titling and beneficiary designations, explaining how missteps can override estate plans and create unintended, sometimes costly, consequences.
Learn More
Office Hours
Core Estate Planning Documents: Part 2
April 8, 2026
In this Office Hours Wealth Planning Series video, Senior Wealth Planners Patrick Schultz and Shelby Anderson walk through essential incapacity documents, including financial and health care powers of attorney, highlighting common mistakes and practical planning considerations.
Learn More
Office Hours
Core Estate Planning Documents: Part 1
April 8, 2026
In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson review core estate planning documents, including wills, revocable trusts, and pour-over provisions, explaining how each works to protect privacy and intent.
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.