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
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2nd Quarter 2025 Economic and Capital Market Review
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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.
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