Navigator® Tactical U.S. Allocation
Allocation
- Tactical U.S. Equity
APPROACH
- Top-Down
FOR ADVISORS:
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 Updates
Investor Market Update, September 2026
September 18, 2026
Head of Client Portfolio Management, Glenn Dorsey, shares our latest economic insights and discusses how recent developments might impact the markets.
Learn More
Market Updates
Market Update: Perspectives on the Fed’s Rate Hike
September 16, 2026
Producer and consumer prices indices came in a little hotter last week, paving the way for the Federal Reserve to hike interest rates for the first time since July 2023. As expected, the Fed obliged and lifted overnight rates by 0.25% to a range of 3.75% to 4% today.
Learn More
In the Media
Glenn Dorsey on BBC News Business Today – NYSE Opening Bell
September 9, 2026
Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA®, joined BBC News to discuss rising inflation concerns, energy prices, and the potential for the Fed to raise rates.
Watch the full conversation here
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