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 Updates
Market Update — Rate Cut Disappointment!
December 19, 2024
As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.
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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2024
December 11, 2024
Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, November 2024
December 11, 2024
New all-time highs were achieved for the major U.S. equity indices in November. The Russell 2000 Index even participated, passing its prior high from 2021 after market leading monthly gains. See Table 1 for November 2024, YTD, and calendar year 2023 results.
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