Back to Main Menu

Back to all Strategies

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

Brendan and Sean Clark in ThinkAdvisor Page Link
In the Media
In the Media

Brendan and Sean Clark in ThinkAdvisor

July 17, 2026

In this new ThinkAdvisor feature, Brendan Clark, CFA® and Sean Clark, CFA® sat down with Dinah Wisenberg Brin to reflect on Clark Capital's growth and the vision behind our firm's evolution.

Read the full feature here.

Learn More

Monthly Moves: Charting Our Strategies, June 2026 Page Link
Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, June 2026

July 14, 2026
By Sean Clark, CFA®
June capped off a strong first half of the year as equities continued to advance despite elevated interest rates and ongoing geopolitical uncertainty.

Learn More

Glenn Dorsey on Schwab Network Page Link
In the Media
In the Media

Glenn Dorsey on Schwab Network

July 10, 2026

Head of Client Portfolio Management Glenn Dorsey joined host Nicole Petallides on Schwab Network’s Opening Bell to discuss recent earnings and revisions, along with his outlook on AI and potential rate hikes.

Watch the interview here.

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.