Navigator® All Cap Core U.S. Equity
Navigate U.S. All Cap Stocks with a Disciplined, Research-Backed Approach to Security Selection
Allocation
- Core U.S. Equity, Equity
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy invests in a broad range of U.S. equities and seeks capital appreciation by focusing on high quality, undervalued companies with improving business prospects.
Goal of generating consistent excess returns over a full market cycle.
Investing in companies with sustainable and durable competitive advantages may help investors achieve their desired long-term investment goals. The strategy identifies companies that have low earning variability which we believe demonstrates that they are likely to survive recessions and are likely to thrive on the recoveries that follow.
Strive for growth by exploiting the three primary factors of equity returns.
Our proprietary research has shown that three factors influence equity risk and returns: superior anti-fragility (durable competitive advantage), value and improving business prospects. The strategy applies the research in an effort to generate returns in excess of the benchmark.
Seek to deliver long-term capital appreciation.
The strategy seeks to have lower overall portfolio risk, as measured by beta or volatility, compared to its benchmark. While portfolios are subject to economic and earnings risk, the manager seeks to invest in companies with a reputation for anti-fragility, reliability and the ability to operate profitably in good times and bad.
Get to Know the People Behind the Portfolios
Related Insights
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, October 2026
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After being one of the few areas of strength in September, large-cap growth stocks struggled in October. Value companies continued to exhibit clear leadership for the year. Small-cap stocks advanced modestly in October and held on to solid year-to-date gains. See Table 1 for October, Q3, and YTD returns.
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Market Updates
Market Update: Midterm Elections
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Good news! The results are in and the political texts and commercials can stop. As expected, the Democratic party swept both the House and Senate, setting the stage for a divided government for the next two years.
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Market Updates
Market Update: Observations on the FOMC Meeting and Upcoming Midterms
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Producer and consumer prices indices came in a little hotter last week, paving the way for the Federal Reserve to hike interest rates for the first time since July 2023. As expected, the Fed obliged and lifted overnight rates by 0.25% to a range of 3.75% to 4% today.
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