Navigator® Option Enhancement Strategy
Designed to Reduce Risk, Generate Income,and Help Investors Diversify
Goal: Build the optimal portfolio by diversifying out of concentrated holdings
The strategy helps clients with a high percentage of their assets in a single stock slowly reduce this concentration and transition into a more appropriate investment allocation.
Goal: Generate option premium income to increase total return via a covered call strategy
The strategy is designed to increase the current yield of the portfolio through an actively managed covered call strategy.
Goal: If the investor wishes to retain the stock, minimize the risk thatit will be called away
The strategy is highly customized, allowing investors to continue to hold the stock if desired or let it be called away.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Investor Market Update, April 2025
April 15, 2025
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses the recent tariffs and how they might impact the markets.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, March 2025
April 8, 2025
In the final month of Q1, the market declined due to heightened tariff concerns and economic uncertainty with single digit price declines in the major U.S. benchmarks versus gains in global markets.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, March 2025
April 7, 2025
March was a challenging month for U.S. stocks across the board. However, quarterly returns are more nuanced when looking at the data.
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.
