Navigator® Tax-free Fixed Income Core
Navigate Municipal Bond Markets with a Strategic Approach
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Top-Down
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of tax-free bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
Goal: Provide a high level of total return by investing in the various segments of the municipal bond markets.
The portfolio seeks to add value by owning investments that employ a strong relative value, liquidity, and risk management discipline, enabling the portfolio to capitalize on liquidity events, yield curve inefficiencies, and undervalued segment opportunities within the municipal bond markets.
Goal: Navigate all market environments with a flexible and adaptable approach.
We believe that active management supported by in-depth, internally generated research is the best way to pursue risk-adjusted performance results with greater consistency and lower volatility of returns.
Goal: Provide broad municipal fixed income exposure to help investors generate income.
We focus on the key sources of return in municipal fixed income across market cycles and seek to identify market inefficiencies in the valuation of risk and reward in order to generate income across changing interest rate environments.
Get to Know the People Behind the Portfolios
Related Insights
Market Outlook
2025 Market Outlook Resource Center
January 17, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, December 2024
January 6, 2025
Albeit a small gain in mostly interest rate agnostic U.S. large-cap growth stocks, stocks broadly declined in December as the U.S. Central Bank gave investors a “hawkish cut” of 0.25% in the fed funds rate to 4.50%.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2024
January 6, 2025
The “Santa Claus” rally failed to materialize this year, and stocks slumped to close out 2024. Large-cap growth was a bright spot with modest gains for the month, and they showed clear leadership (once again) for the entire year.
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.
