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 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
Market Updates
Investor Market Update, April 2025
April 15, 2025
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses the recent tariffs and how they might impact the markets.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, March 2025
April 8, 2025
In the final month of Q1, the market declined due to heightened tariff concerns and economic uncertainty with single digit price declines in the major U.S. benchmarks versus gains in global 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.
