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, November 2025
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, November 2025
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After experiencing a modest 5% correction, equities generally recovered in the latter part of November, but final results were ultimately mixed.
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Monthly Moves
Monthly Moves: Charting Our Strategies, October 2025
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