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
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Monthly Moves: Charting Our Strategies, September 2026
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We continue to see one of the strongest earnings periods in recent history, with S&P profits up 30% in the second quarter, led by Tech's 58% growth. The results reflect solid revenue that outpaced the economy by 7% and strong operating leverage, driving incremental margins of 38% for the market and 60% for Technology.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2026
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Large-cap growth stocks were the one pocket of strength in September as most other areas of the market declined. Small caps struggled the most as investors worried that higher rates could impact smaller companies more acutely as these businesses tend to raise capital more frequently than larger companies; therefore, rising rates hurt – a classic Wall Street trade.
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In the Media
Patrick Schultz and Shelby Anderson Kiplinger Article
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