Navigator® Fixed Income Total Return

Navigate Fixed Income with a Tactical Approach

Allocation
APPROACH

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 today’s 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

Market Outlook
Market Outlook, Market Updates

2025 Mid-Year Market Outlook Commentary

June 24, 2025
The U.S. economy remains strong in the face of multiple headwinds.

Learn More

Market Updates
Market Updates

Market Update: Crisis in the Middle East, Again, and Amplified

June 23, 2025
Tensions in the Middle East have escalated further, with Israel and Iran exchanging missile and aerial attacks. Over the weekend, the U.S. became directly involved, targeting Iran’s nuclear facilities.

Learn More

Market Outlook
Market Outlook

2025 Mid-Year Market Outlook Resource Center

June 18, 2025
The economy has remained very resilient in the face of building headwinds from tariffs, budget negotiations, and flip-flopping policies from Washington, D.C.

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.