Navigator® U.S. Style Opportunity
Navigate U.S. Equities with a TargetedStyle Rotation Strategy
Allocation
- Equity, Tactical U.S. Equity
APPROACH
- Top-Down
FOR ADVISORS:
This strategy invests in an opportunistic allocation of U.S. style and market-capitalization exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.
Build the optimal portfolio that we believe will adapt throughoutchanging market cycles.
The goal of the strategy is to identify and invest in market segments expected to be the most profitable in the short term from large to small caps and growth to value.
Seek to manage downside risk by avoiding underperformingstyles and market caps.
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.
The strategy seeks to maximize returns through a rigorous, quantitatively-driven investment process that adapts to changing economic and market regimes.
Get to Know the People Behind the Portfolios
Related Insights
Office Hours
Different Types of Revocable Trusts
January 14, 2026
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
Learn More
Office Hours
Online Estate Planning Platforms: What Advisors Should Know
January 14, 2026
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the growing use of online will and trust providers, when these services may be appropriate, the limitations advisors should be aware of, and why proper execution and legal review remain critical.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2025
January 6, 2026
Stocks bounced around in December and turned in mixed results for the month. However, the major stock indices gained ground in Q4 and had another solid year of gains in 2025. Several indices ended the year near all-time highs. See Table 1 for December 2025, Q4, and YTD returns.
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.