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.
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Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, April 2026
May 11, 2026
April was shaped by ongoing geopolitical tension and narrow market leadership. Escalation in the Iran conflict early in the month pushed oil prices higher, pressuring equities and reinforcing inflation concerns.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, April 2026
May 5, 2026
Saying equity markets recovered in April would be an understatement. After selling off sharply in March as the Iran conflict escalated, equities rallied in April as cease-fire talks progressed. While the conflict is clearly not over, the market reacted positively to steps in that direction and robust earnings with a strong rally in April. See Table 1 for April, Q1, and YTD returns.
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Gauging The Economy
1st Quarter 2026 Economic and Capital Market Review
April 16, 2026
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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