Navigator® Global Tactical
Navigate Global Markets with a Tactical Approach
Allocation
- Equity, Tactical International Equity
APPROACH
- Top-Down
FOR ADVISORS:
This strategy seeks capital appreciation through a tactical unconstrained investment approach focusing on a broad range of equity and fixed income opportunities.
Manage risk using a quantitative research process to tactically move between risk participation and capital preservation.
The strategy utilizes Clark Capitals proprietary quantitative risk management model to identify risk-on and risk-off market environments.
Pursue diversified opportunities in global equity when allocated to risk.
The strategy will invest in low cost global equity indexes when allocated to a risk-on position.
Seek to protect principal during periods of volatility and uncertainty by allocating to Treasuries or cash.
The strategy will invest in low cost Treasury indexes and/or cash equivalents to preserve principal when allocated to a risk-off position.
Get to Know the People Behind the Portfolios
Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, September 2025
October 7, 2025
The S&P 500 posted its fifth straight monthly gain, and the MSCI All Country ex-US Index of international stocks rose 3.87% in September, lifting its year-to-date total return gain to over 26%.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, September 2025
October 6, 2025
The major U.S. stock indices posted new all-time highs in September with a new index joining this club—the Russell 2000. After almost four years, this small-cap index joined its large-cap counterparts with a new high.
Learn More
Office Hours
Is the Market in a Bubble?
October 1, 2025
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses whether or not the market is in a bubble.
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.