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
Monthly Moves
Monthly Moves: Charting Our Strategies, September 2025
October 7, 2025
The S&P 500 posted its fifth straight monthly gain, and the MSCI All Country ex-US Index of international stocks rose 3.87% in September, lifting its year-to-date total return gain to over 26%.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2025
October 6, 2025
The major U.S. stock indices posted new all-time highs in September with a new index joining this club—the Russell 2000. After almost four years, this small-cap index joined its large-cap counterparts with a new high.
Learn More
Office Hours
Is the Market in a Bubble?
October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses whether or not the market is in a bubble.
Learn More
Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.
You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.