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
Monthly Moves
Monthly Moves: Charting Our Strategies, January 2025
February 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, January 2025
February 7, 2025
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Market Outlook, Market Updates
2025 Market Outlook Commentary
January 27, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
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