Back to Main Menu

Back to all Strategies

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

Monthly Moves: Charting Our Strategies, June 2026 Page Link
Monthly Moves
Monthly Moves

Monthly Moves: Charting Our Strategies, June 2026

July 14, 2026
By Sean Clark, CFA®
June capped off a strong first half of the year as equities continued to advance despite elevated interest rates and ongoing geopolitical uncertainty.

Learn More

Glenn Dorsey on Schwab Network Page Link
In the Media
In the Media

Glenn Dorsey on Schwab Network

July 10, 2026

Head of Client Portfolio Management Glenn Dorsey joined host Nicole Petallides on Schwab Network’s Opening Bell to discuss recent earnings and revisions, along with his outlook on AI and potential rate hikes.

Watch the interview here.

Learn More

Benchmark Review & Monthly Recap, June 2026 Page Link
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap

Benchmark Review & Monthly Recap, June 2026

July 7, 2026
The character of the rally changed in June, but overall, the second quarter results were strong. After a rather narrow rally from the March lows that large-cap growth and tech stocks led once again, some rotation occurred in June with small caps and value stocks leading the way.

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.