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
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