Navigator® Global Risk Management Portfolios
Navigate Global Markets with a Tactical Approach (3 Risk Portfolios)
Allocation
- Multi-Asset Class
APPROACH
- Blend, Top-Down
FOR ADVISORS:
Manage risk using a quantitative research process to tactically move between risk participation and capital preservation.
The strategy utilizes Clark Capital’s proprietary quantitative risk management models to identify risk-on and risk-off market environments.
Pursue diversified opportunities in global equity, high yield and investment grade when allocated to risk.
The strategy invests in low cost global equity indexes, the Navigator Tactical Fixed Income Fund, and the Navigator Tactical Investment Grade Bond Fund when allocated to a risk on position.
Seek to protect principal during periods of volatility and uncertainty by allocating to Treasuries or cash.
The strategy will invest in Treasuries and/or cash to preserve principal when each allocation’s model is allocated to a risk-off position.
Get to Know the People Behind the Portfolios
Related Insights
Market Outlook
2025 Market Outlook Resource Center
January 17, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, December 2024
January 6, 2025
Albeit a small gain in mostly interest rate agnostic U.S. large-cap growth stocks, stocks broadly declined in December as the U.S. Central Bank gave investors a “hawkish cut” of 0.25% in the fed funds rate to 4.50%.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2024
January 6, 2025
The “Santa Claus” rally failed to materialize this year, and stocks slumped to close out 2024. Large-cap growth was a bright spot with modest gains for the month, and they showed clear leadership (once again) for the entire year.
Learn More
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