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
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, July 2025
August 5, 2025
Stocks continued higher in July led by the large-cap growth space, which is reflected by the S&P 500 and Nasdaq Composite leading index returns.
Learn More
Gauging The Economy
2nd Quarter 2025 Economic and Capital Market Review
July 24, 2025
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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Monthly Moves
Monthly Moves: Charting Our Strategies, June 2025
July 8, 2025
Optimism surrounding easing tariff tensions prompted a strong market rally. The S&P 500 Index rose 6%, posting its best May since 1990.
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