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
Monthly Moves
Monthly Moves: Charting Our Strategies, January 2025
February 10, 2025
U.S. equities gained in January, supported by positive market breadth.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, January 2025
February 7, 2025
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Market Outlook, Market Updates
2025 Market Outlook Commentary
January 27, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
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