Navigator® MultiStrategy Portfolios
Tactically Navigate the Markets with an Active Approach
Allocation
- Multi-Asset Class
APPROACH
- Blend, Top-Down
FOR ADVISORS:
This balanced strategy allocates to an opportunistic allocation of U.S. equity exchange traded funds while allocating the remainder to a tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
Allocate to areas of the U.S. equity markets that are outperforming their peers on a relative basis.
The strategy is grounded in a quantitatively based relative strength research process. It seeks to identify and participate in the leading U.S. equity styles (growth & value), factors (such as momentum, volatility, and quality), and market capitalizations (large, medium and small).
Pursue opportunities in the high yield and investment grade sectors while having the ability to allocate to safer fixed income sectors when indicated.
The strategy uses an asset allocation policy that seeks to rotate among:
1) High yield and investment grade
2) U.S. Treasuries
3) Cash equivalents
Multiple asset allocation portfolios designed to meet the goals and objectives of the individual investor.
The strategy is available in three equity/fixed income allocations: 75/25, 50/50, 25/75. While the underlying equity and fixed income holdings are actively managed, the overall asset allocation will be rebalanced as needed to maintain the proper risk profile.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Market Update: Investor Sentiment Hits Extreme Lows — A Bullish Signal?
March 14, 2025
In our Annual Outlook at the beginning of the year we stated, “Markets are cyclical. Corrections are normal. On average the S&P 500 has experienced three 5% corrections a year, a 10% decline once a year, a 15% decline every two years, and a 20% or greater bear market every three years.
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Monthly Moves
Monthly Moves: Charting Our Strategies, February 2025
March 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, February 2025
March 7, 2025
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