Navigator® Fixed Income Total Return
Navigate Fixed Income with a Tactical Approach
Allocation
- Alternative Diversifiers, Fixed Income, Tactical Fixed Income
APPROACH
- Top-Down
FOR ADVISORS:
This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.
Provide investors the potential for higher returns by identifying market leadership and constantly pursuing alpha.
The strategy utilizes a relative strength, momentum based approach to identify the leading fixed income sector(s).
Manage portfolio risk through the ability to shift to safer fixed income sectors when necessary.
The strategy seeks to minimize downside risk through its ability to shift out of lower quality areas when needed and invest in high quality debt and/or cash.
Utilize a quantitative and repeatable investment process to maintain a durable portfolio through various market cycles.
The strategy utilizes a tactical approach, making adjustments for todays markets. It uses an asset allocation policy that seeks to rotate among High Yield, U.S. Treasuries, and Cash Equivalents.
Get to Know the People Behind the Portfolios
Related Insights
Monthly Moves
Monthly Moves: Charting Our Strategies, June 2026
July 14, 2026
June capped off a strong first half of the year as equities continued to advance despite elevated interest rates and ongoing geopolitical uncertainty.
Learn More
In the Media
Glenn Dorsey on Schwab Network
July 10, 2026
Head of Client Portfolio Management Glenn Dorsey joined host Nicole Petallides on Schwab Network’s Opening Bell to discuss recent earnings and revisions, along with his outlook on AI and potential rate hikes.
Watch the interview here.Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, June 2026
July 7, 2026
The character of the rally changed in June, but overall, the second quarter results were strong. After a rather narrow rally from the March lows that large-cap growth and tech stocks led once again, some rotation occurred in June with small caps and value stocks leading the way.
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.