Navigator® SMID Cap Core U.S. Equity
Navigate U.S. SMID Cap Stocks with a Disciplined,Research-Backed Approach to Security Selection
Allocation
- Core U.S. Equity, Equity
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy invests in small and mid-capitalization U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
Goal: Generate consistent excess returns over a full market cycle.
Investing in companies with sustainable and durable competitive advantages may help investors achieve their desired long-term investment goals. The strategy identifies companies that have low earning variability which we believe demonstrates that they are likely to survive recessions and are likely to thrive on the recoveries that follow.
Goal: Achieve growth by exploiting the three primary factors of equity returns.
Our proprietary research has shown that three factors influence equity risk and returns: superior anti-fragility (durable competitive advantage), value and improving business prospects. The strategy applies the research in an effort to generate returns in excess of the benchmark.
Goal: Deliver Long-Term Capital Appreciation.
The strategy seeks to have lower overall portfolio risk, as measured by beta or volatility, compared to its benchmark. While portfolios are subject to economic and earnings risk, the manager seeks to invest in companies with a reputation for anti-fragility, reliability and the ability to operate profitably in good times and bad.
Get to Know the People Behind the Portfolios
Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, May 2026
June 8, 2026
Robust corporate earnings, continued AI enthusiasm, and a resilient U.S. economy drove strong markets in May.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, May 2026
June 4, 2026
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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In the Media
Sean Clark on Schwab Network
May 27, 2026
CIO Sean Clark, CFA® joined Nicole Petallides on Schwab Network to make the case that the market still has room to grow.
Watch the full segment.Learn More
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