Navigator® Global Tactical
Navigate Global Markets with a Tactical Approach
Allocation
- Equity, Tactical International Equity
APPROACH
- Top-Down
FOR ADVISORS:
This strategy seeks capital appreciation through a tactical unconstrained investment approach focusing on a broad range of equity and fixed income opportunities.
Manage risk using a quantitative research process to tactically move between risk participation and capital preservation.
The strategy utilizes Clark Capitals proprietary quantitative risk management model to identify risk-on and risk-off market environments.
Pursue diversified opportunities in global equity when allocated to risk.
The strategy will invest in low cost global equity indexes when allocated to a risk-on position.
Seek to protect principal during periods of volatility and uncertainty by allocating to Treasuries or cash.
The strategy will invest in low cost Treasury indexes and/or cash equivalents to preserve principal when allocated to a risk-off position.
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
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