Navigator® MultiStrategy Portfolios
Tactically Navigate the Markets with an Active Approach
Allocation
- Multi-Asset Class
APPROACH
- Blend, Top-Down
FOR ADVISORS:
This balanced strategy allocates to an opportunistic allocation of U.S. equity exchange traded funds while allocating the remainder to a tactical exposure to the fixed income markets. The strategy is designed to adapt to changing market themes in order to pursue investment opportunity.
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), factors (such as momentum, volatility, and quality), and market capitalizations (large, medium and small).
Pursue opportunities in the high yield and investment grade sectors 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) High yield and investment grade
2) U.S. Treasuries
3) Cash equivalents
Multiple asset allocation portfolios designed 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.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Market Update — Rate Cut Disappointment!
December 19, 2024
As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.
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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2024
December 11, 2024
Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.
Learn More
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, November 2024
December 11, 2024
New all-time highs were achieved for the major U.S. equity indices in November. The Russell 2000 Index even participated, passing its prior high from 2021 after market leading monthly gains. See Table 1 for November 2024, YTD, and calendar year 2023 results.
Learn More
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