Navigator® MultiStrategy Portfolios
Tactically Navigate the Markets with an Active Approach
Allocation
- Multi-Asset Class
APPROACH
- Blend, Top-Down
FOR ADVISORS:
This balanced strategy allocates to an opportunistic allocation of U.S. equity exchange traded funds while allocating the remainder to a tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
Allocate to areas of the U.S. equity markets that are outperforming their peers on a relative basis.
The strategy is grounded in a quantitatively based relative strength research process. It seeks to identify and participate in the leading U.S. equity styles (growth & value), factors (such as momentum, volatility, and quality), and market capitalizations (large, medium and small).
Pursue opportunities in the high yield and investment grade sectors while having the ability to allocate to safer fixed income sectors when indicated.
The strategy uses an asset allocation policy that seeks to rotate among:
1) High yield and investment grade
2) U.S. Treasuries
3) Cash equivalents
Multiple asset allocation portfolios designed to meet the goals and objectives of the individual investor.
The strategy is available in three equity/fixed income allocations: 75/25, 50/50, 25/75. While the underlying equity and fixed income holdings are actively managed, the overall asset allocation will be rebalanced as needed to maintain the proper risk profile.
Get to Know the People Behind the Portfolios
Related Insights
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, May 2026
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Stocks continued to rally in May following strong results in April but returns varied considerably by style. While the conflict with Iran is clearly not over, the market continued to respond positively to news that negotiations were taking place.
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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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