Navigator® Global Balanced Portfolios
Tactically Navigate the Markets withan Active Global Approach
Allocation
- Multi-Asset Class
APPROACH
- Blend, Top-Down
FOR ADVISORS:
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.
Allocate to areas of the equity markets that are outperforming their peers.
Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends and move away from lagging trends in:
1) style boxes and factors
2) industry sectors/sub-groups
3) international countries/regions
Seek higher returns with the option to shift to safer fixed income sectors.
The strategy has the ability to shift out of lower quality areas when needed and invest in high quality debt and/or cash. Its asset allocation policy rotates among:
1) low quality debt
2) short-term U.S. Treasuries
3) high quality debt
Attempt to stabilize client portfolios by constraining losses.
A benefit of relative strength is that it not only helps identify market leadership, it may also help investors avoid areas of underperformance.
Get to Know the People Behind the Portfolios
Related Insights
Gauging The Economy
1st Quarter 2026 Economic and Capital Market Review
April 16, 2026
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
Office Hours
Unique Estate Planning Tactics
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss moving beyond foundational estate planning, discussing advanced strategies like spousal lifetime access trusts while emphasizing thoughtful, simple design.
Learn More
Office Hours
Communicate Your Wishes
April 15, 2026
In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson emphasize the importance of communicating estate plans clearly, helping families reduce conflict, avoid surprises, and maintain long-term harmony.
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.