Navigator® Tactical U.S. Allocation
The U.S. equity market offers a variety of growth opportunities, but also presents a number of unique challenges and risks. Clark Capital believes investors may benefit from a disciplined, quantitatively managed tactical asset allocation approach that actively pursues “risk-on” opportunities while guarding against undue risks.
Deliver Total Return
The strategy utilizes a relative strength, momentum based approach to identify the leading sector(s).
Reduce Portfolio Risk
The strategy seeks to minimize downside risk through its ability to shift shift its asset class exposure from U.S. equities to treasuries and cash.
Take a Tactical Approach
The strategy utilizes a tactical asset allocation policy that seeks to rotate among the following asset classes: U.S. equities, treasuries and cash.
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Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, August 2025
September 8, 2025
Broad measures of U.S. and international equities surged to record highs in August, driven by robust earnings that helped offset the drag from rising foreign long-term interest rates. The small-cap Russell 2000 Index led the charge with a 7.1% gain, the S&P 500 advanced 2.0%, and the MSCI All Country World Index ex-U.S. rose 3.5%.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, August 2025
September 4, 2025
The Dow Jones Industrial Average achieved new all-time highs in August, finally joining the S&P 500 and NASDAQ Composite with record levels in 2025.
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Monthly Moves
Monthly Moves: Charting Our Strategies, July 2025
August 11, 2025
Despite ongoing tensions — including President Trump's continued pressure on Fed Chair Powell, ongoing trade negotiations, and geopolitical issues across the globe — the markets continued to push higher in July.
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