Navigator® Large Cap Growth
Navigate U.S. growth stocks with a disciplined, research-backed approach
Allocation
- Core U.S. Equity, Equity
APPROACH
- Bottom-Up
FOR ADVISORS:
Goal of identifying companies with the potential for stable long term growth.
The strategy utilizes a strict growth framework that focuses on quality companies with large and growing cash flows, margins, and sales.
Strive for growth through a quantitative and qualitative approach.
The strategy employs a disciplined, research-backed investment process that is both quantitative and qualitative to help investors achieve long-term results over a full market cycle.
Seek to deliver long-term capital appreciation with a lower risk profile.
The Investment Team seeks to manage risk through company selection and portfolio diversification at the company, sector, and portfolio level.
Get to Know the People Behind the Portfolios
Related Insights
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, June 2026
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The character of the rally changed in June, but overall, the second quarter results were strong. After a rather narrow rally from the March lows that large-cap growth and tech stocks led once again, some rotation occurred in June with small caps and value stocks leading the way.
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Market Outlook, Market Updates
2026 Mid-Year Market Outlook Commentary
June 29, 2026
The U.S. economy remains strong in the face of multiple headwinds.
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Market Outlook
2026 Mid-Year Market Outlook Resource Center
June 22, 2026
All the resources you need regarding Sean Clark's mid-year Market Outlook.
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