Navigator® MultiStrategy
Tactically Navigate the Markets with an Active ApproachThe world’s financial markets offer a variety of growth opportunities, but they also present a number of unique challenges and risks. Clark Capital believes investors may benefit from a dynamic asset allocation that actively pursues opportunities while guarding against undue risk. |
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Participate in U.S. Equity Trends
Allocate to areas of the U.S. equity markets that are outperforming their peers on a relative basis.
The strategy is grounded in a quantitatively based relative strength research process. It seeks to identify and participate in the leading U.S. equity styles (growth & value) and market capitalizations (large, medium and small).
Utilize a Flexible Bond Approach
Pursue opportunities in the high yield sector while having the ability to allocate to safer fixed income sectors when indicated.
The strategy uses an asset allocation policy that seeks to rotate among: 1) low quality debt 2) short-term U.S. Treasuries 3) high quality debt
Maintain the Investor’s Appropriate Risk Allocation
Multiple Asset Allocations Portfolios to meet the goals and objectives of the Individual Investor.
The strategy is available in three equity/fixed income allocations: 75/25, 50/50, 25/75. While the underlying equity and fixed income holdings are actively managed, the overall asset allocation will be rebalanced as needed to maintain the proper risk profile.