Navigator® Global Equity ETF

Navigate Global Equity with a Dynamic Approach

Allocation
APPROACH

This strategy seeks capital appreciation through investing in broad range of equity exchange traded funds for capital appreciation. The strategy is designed to adapt to changing market themes in order to pursue global investment opportunities.

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 areas of the market.
The strategy has the ability to shift across styles, sectors and countries, giving investors potential exposure to a diversified line-up of investment opportunities.
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.

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Related Insights

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In our Annual Outlook at the beginning of the year we stated, “Markets are cyclical. Corrections are normal. On average the S&P 500 has experienced three 5% corrections a year, a 10% decline once a year, a 15% decline every two years, and a 20% or greater bear market every three years.

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Benchmark Review & Monthly Recap, February 2025

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