Navigator® High Dividend Equity Option
Navigate the U.S. Equity Marketswith a Focus on Dividend Growth
Allocation
- Core U.S. Equity, Equity
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks. Covered call options are selectively utilized in an effort to provide income.
Seek consistent dividend income and capital appreciation.
The strategy seeks to provide current income while investing in high quality companies that we believe will have the ability to achieve stable growth into the future. The strategy seeks to offer a lower volatility approach to the equity markets with an above average dividend yield.
Focus on long-term total return with reduced standard deviation.
Since 1929, dividends have contributed 42.9%* of the total return of the stock market. We believe that investing in companies with sustainable dividend policies and strong fundamentals for capital appreciation is an important factor in achieving attractive returns.
*Ned Davis Research
Foster sustainablelong-term growth
A covered call option overlay is incorporated to potentially increase yield, reduce volatility, manage capital gains and define exit points for portfolio holdings.
Get to Know the People Behind the Portfolios
Related Insights
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, January 2026
February 6, 2026
Stocks were choppier in January, but most areas of the market showed gains. The one laggard was large-cap growth, which was strong in recent years and for most of 2025, but trailed other stock indices. See Table 1 for January, Q4, and 2025 returns.
Learn More
Office Hours
Other Documents That Can Affect an Estate Plan
January 30, 2026
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain how documents like buy–sell agreements, prenuptial agreements, and divorce decrees can directly influence estate outcomes — often in ways clients never expect.
Learn More
Office Hours
Unintended Consequences That Can Alter an Estate Plan
January 30, 2026
In our fifth Office Hours Wealth Planning installment, Senior Wealth Planners Patrick Schultz and Shelby Anderson explore how beneficiary designations, account titling, and other contractual arrangements can unintentionally override an estate plan — and what advisors can do to help clients avoid costly mistakes.
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.