Navigator® Global Tactical
Navigate Global Markets with a Tactical Approach
Allocation
- Equity, Tactical International Equity
APPROACH
- Top-Down
FOR ADVISORS:
This strategy seeks capital appreciation through a tactical unconstrained investment approach focusing on a broad range of equity and fixed income opportunities.
Manage risk using a quantitative research process to tactically move between risk participation and capital preservation.
The strategy utilizes Clark Capitals proprietary quantitative risk management model to identify risk-on and risk-off market environments.
Pursue diversified opportunities in global equity when allocated to risk.
The strategy will invest in low cost global equity indexes 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 low cost Treasury indexes and/or cash equivalents to preserve principal when allocated to a risk-off position.
Get to Know the People Behind the Portfolios
Related Insights
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Benchmark Review & Monthly Recap, December 2025
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Stocks bounced around in December and turned in mixed results for the month. However, the major stock indices gained ground in Q4 and had another solid year of gains in 2025. Several indices ended the year near all-time highs. See Table 1 for December 2025, Q4, and YTD returns.
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Monthly Moves
Monthly Moves: Charting Our Strategies, December 2025
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Equities continue to benefit from rising earnings and an accommodative Federal Reserve. In mid-December, the Fed cut the short-term rate by 25 basis points (bps) to 3.75%, its third reduction since September, as slowing job gains pushed unemployment to 4.6%.
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Holiday Reflection: 2025 in Review
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