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
Investor Market Update, April 2025
April 15, 2025
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses the recent tariffs and how they might impact the markets.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, March 2025
April 8, 2025
In the final month of Q1, the market declined due to heightened tariff concerns and economic uncertainty with single digit price declines in the major U.S. benchmarks versus gains in global markets.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, March 2025
April 7, 2025
March was a challenging month for U.S. stocks across the board. However, quarterly returns are more nuanced when looking at the data.
Learn More
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