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
Monthly Moves: Charting Our Strategies, May 2026
June 8, 2026
Robust corporate earnings, continued AI enthusiasm, and a resilient U.S. economy drove strong markets in May.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, May 2026
June 4, 2026
Stocks continued to rally in May following strong results in April but returns varied considerably by style. While the conflict with Iran is clearly not over, the market continued to respond positively to news that negotiations were taking place.
Learn More
In the Media
Sean Clark on Schwab Network
May 27, 2026
CIO Sean Clark, CFA® joined Nicole Petallides on Schwab Network to make the case that the market still has room to grow.
Watch the full segment.Learn More
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