Navigator® Global Tactical

Navigate Global Markets with a Tactical Approach

Allocation
APPROACH

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 Capital’s 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.

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