Navigator® Global Balanced Portfolios
Tactically Navigate the Markets withan Active Global Approach
Allocation
- Multi-Asset Class
APPROACH
- Blend, Top-Down
FOR ADVISORS:
This balanced strategy partially allocates to a broad range of global equities while allocating the remainder to tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity. Portfolios consist of 20/80, 40/60, 60/40, and 80/20.
Allocate to areas of the equity markets that are outperforming their peers.
Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends and move away from lagging trends in:
1) style boxes and factors
2) industry sectors/sub-groups
3) international countries/regions
Seek higher returns with the option to shift to safer fixed income sectors.
The strategy has the ability to shift out of lower quality areas when needed and invest in high quality debt and/or cash. Its asset allocation policy rotates among:
1) low quality debt
2) short-term U.S. Treasuries
3) high quality debt
Attempt to stabilize client portfolios by constraining losses.
A benefit of relative strength is that it not only helps identify market leadership, it may also help investors avoid areas of underperformance.
Get to Know the People Behind the Portfolios
Related Insights
Office Hours
Inside the FOMC
August 20, 2026
In this Office Hours, Senior Client Portfolio Manager Peter Eisenrich®, CFA, explores the strategy and dynamics of the Federal Open Market Committee under the new Chair Kevin Warsh.
Learn More
In the Media
Glenn Dorsey Financial Planning Article
August 11, 2026
How can advisors help clients stay calm when markets aren’t? In his article for Financial Advisor Magazine, our Head of Client Portfolio Management Glenn Dorsey, CFA®, CAIA®, explores how a three-bucket framework can help clients navigate market uncertainty with greater confidence.
Read Glenn’s full perspective here
Learn More
Monthly Moves
Monthly Moves: Charting Our Strategies, July 2026
August 10, 2026
Investor attention shifted from AI demand toward the sustainability of returns on the trillions being committed to AI infrastructure, while concerns over memory pricing, excess compute capacity, and growing Chinese competition weighed heavily on sentiment.
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.