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
Office Hours
Unique Estate Planning Tactics
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss moving beyond foundational estate planning, discussing advanced strategies like spousal lifetime access trusts while emphasizing thoughtful, simple design.
Learn More
Office Hours
Communicate Your Wishes
April 15, 2026
In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson emphasize the importance of communicating estate plans clearly, helping families reduce conflict, avoid surprises, and maintain long-term harmony.
Learn More
Office Hours
Frequently Asked Questions About Estate Planning
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson answer common estate planning questions, including revocable trusts, beneficiary-only strategies, account control, and how often to review and update plans.
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.