Navigator® U.S. Sector Opportunity
Navigate U.S. Equities with a Targeted Sector Rotation Strategy
Allocation
- Equity, Tactical U.S. Equity
APPROACH
- Top-Down
FOR ADVISORS:
This strategy invests in an opportunistic allocation of U.S. sector and industry exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.
Strive to achieve growth by investing in outperforming sectors
The strategy seeks to maximize returns through a rigorous, quantitatively driven investment process that adapts to changing economic and market regimes.
Seek to manage downside risk by avoiding underperforming sectors
By avoiding areas of weakness in the market, the strategy seeks to limit downside exposure, taking a “winning by not losing” approach.
Provide a flexible and responsive approach to equity investing
Sectors and industry groups within the domestic equity markets are constantly changing in response to external forces. The strategy seeks to monitor and exploit the inefficiencies in the markets
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Market Update: Investor Sentiment Hits Extreme Lows — A Bullish Signal?
March 14, 2025
In our Annual Outlook at the beginning of the year we stated, “Markets are cyclical. Corrections are normal. On average the S&P 500 has experienced three 5% corrections a year, a 10% decline once a year, a 15% decline every two years, and a 20% or greater bear market every three years.
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Monthly Moves
Monthly Moves: Charting Our Strategies, February 2025
March 10, 2025
U.S. equities gained in January, supported by positive market breadth.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, February 2025
March 7, 2025
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