Navigator® Taxable Fixed Income Core

Navigate the Bond Markets with a Strategic Approach

Allocation
APPROACH

This strategy provides strategic exposure to a broad range of taxable 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 corporate, government bonds and mortgage-backed securities.
The portfolio seeks to add value through a rigorous relative value investment discipline to capitalize upon shifting credit cycles, yield curve inefficiencies and undervalued sector opportunities.
Goal: Navigate all market environments through a flexible and adaptable approach
We believe that active management supported by in-depth, internally generated research is the best way to pursue superior risk adjusted performance results with greater consistency and lower volatility of returns.
Goal: Provide broad fixed income exposure to help investors generate income
We focus on the fundamental elements that create value in fixed income portfolios throughout market cycles and seek to identify market inefficiencies in the valuation of risk and reward in order to generate income in changing interest rate environments.

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