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.
Get to Know the People Behind the Portfolios
Related Insights
Market Outlook
2025 Market Outlook Resource Center
January 17, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
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Monthly Moves
Monthly Moves: Charting Our Strategies, December 2024
January 6, 2025
Albeit a small gain in mostly interest rate agnostic U.S. large-cap growth stocks, stocks broadly declined in December as the U.S. Central Bank gave investors a “hawkish cut” of 0.25% in the fed funds rate to 4.50%.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2024
January 6, 2025
The “Santa Claus” rally failed to materialize this year, and stocks slumped to close out 2024. Large-cap growth was a bright spot with modest gains for the month, and they showed clear leadership (once again) for the entire year.
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