Navigator® Short Duration Tax Free Fixed Income
Navigate Tax-Free Fixed Incomewith Individual Short Duration Municipal Bonds
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of tax free municipal bonds. The strategy seeks to deliver total return with a secondary goal of income.
Actively seek attractive opportunities in the current environment.
The strategy is based on the conviction that fundamental analysis provides greater value than speculating through interest rate forecasting. Changing expectations about the shape of the yield curve, credit spreads, and sector valuations within an already fragmented muni market can create pockets of value and opportunity.
Aims to provide long-term,risk adjusted returns.
The portfolio seeks to achieve strong adjusted returns by building a curated portfolio of individual bonds. Shorter duration maturities may offer attractive returns at a lower level of risk than longer-term securities.
Seek to constantlybuild par value.
Because interest rates do not rise in a linear fashion, our active approach seeks to take advantage of opportunities by building par value. The strategy seeks to take advantage of price inefficiencies during interest rate changes or volatility.
Get to Know the People Behind the Portfolios
Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, April 2025
May 6, 2025
April was challenging for U.S. markets, as major indices declined for the third consecutive month due to U.S. tariff uncertainty and recession concerns.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, April 2025
May 5, 2025
Volatility was the key word in April. The tariff announcement, followed days later by a 90-day pause, sent stocks and bonds on a rollercoaster ride over the course of a few weeks. Markets calmed down to a degree after the tariff pause announcement, with stocks recording mixed results.
Learn More
Gauging The Economy
1st Quarter 2025 Economic and Capital Market Review
April 21, 2025
Each quarter, the Client Portfolio Management Team records a video reviewing the economy and the markets to assist you in conversations with your clients. Watch the video and scroll down for investment ideas in today’s markets.
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.
