Navigator® U.S. Equity Strategic Beta
Navigate the U.S. Equity Markets with a Low-Cost, Factor Based Approach
Allocation
- Core U.S. Equity, Equity
APPROACH
- Top-Down
FOR ADVISORS:
We believe investors should seek exposure to the broad U.S. equity market in order to achieve long-term portfolio growth. This portfolio serves as the U.S. equity anchor or core of a diversified portfolio, and seeks a wide diversity reflective of all market capitalizations and styles of the domestic equity market.
Goal: Provide equity exposure to help investors maintain and grow wealth
The U.S. financial markets offer a variety of growth opportunities. This strategy invests across the U.S. equity markets using a factor based approach to provide investors the opportunity for growth.
Goal: Navigate all market environments by identifying the factors that are driving performance.
We believe different factors (i.e. size, momentum, volatility) drive equity risk and return and these characteristics change over time. A strategic approach to identifying these factors is important in achieving attractive returns.
Goal: Maintain a broad based strategic allocation of U.S. Equities
As the equity core of a portfolio, this strategy seeks to provide intelligent diversification to the equity markets.
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Benchmark Review & Monthly Recap, November 2024
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New all-time highs were achieved for the major U.S. equity indices in November. The Russell 2000 Index even participated, passing its prior high from 2021 after market leading monthly gains. See Table 1 for November 2024, YTD, and calendar year 2023 results.
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