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
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Glenn Dorsey Financial Planning Article
August 11, 2026
How can advisors help clients stay calm when markets aren’t? In his article for Financial Advisor Magazine, our Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA®, explores how a three-bucket framework can help clients navigate market uncertainty with greater confidence.
Read Glenn’s full perspective here
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Monthly Moves: Charting Our Strategies, July 2026
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In the Media
Brendan Clark Financial Planning Interview
August 7, 2026
Clark Capital CEO Brendan Clark, CFA®, recently sat down with Financial Planning Magazine's Dan Shaw to discuss the firm's longstanding commitment to serving financial advisors and how that focus has fueled its growth.
Read the full conversation here (subscription required)
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