Navigator® U.S. Sector Opportunity
Navigate U.S. Equities with a Targeted Sector Rotation Strategy
Allocation
- Equity, Tactical U.S. Equity
APPROACH
- Top-Down
FOR ADVISORS:
This strategy invests in an opportunistic allocation of U.S. sector and industry exchange traded funds. The strategy seeks capital appreciation and is designed to adapt to changing market themes in order to pursue investment opportunity.
Strive to achieve growth by investing in outperforming sectors
The strategy seeks to maximize returns through a rigorous, quantitatively driven investment process that adapts to changing economic and market regimes.
Seek to manage downside risk by avoiding underperforming sectors
By avoiding areas of weakness in the market, the strategy seeks to limit downside exposure, taking a “winning by not losing” approach.
Provide a flexible and responsive approach to equity investing
Sectors and industry groups within the domestic equity markets are constantly changing in response to external forces. The strategy seeks to monitor and exploit the inefficiencies in the markets
Get to Know the People Behind the Portfolios
Related Insights
Office Hours
Taking Stock of What Clients Have
March 30, 2026
In this Office Hours Wealth Planning Series segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline how to begin the estate planning process, starting with assessing assets, organizing records, and avoiding common administrative pitfalls.
Learn More
Office Hours
Why Estate Planning Matters (Part #2)
March 30, 2026
In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson highlight incapacity planning, legacy goals, and business continuity, sharing real-world stories that show why proactive planning protects families and preserves wealth.
Learn More
Office Hours
Why Estate Planning Matters (Part #1)
March 30, 2026
In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain why estate planning matters—covering client control, beneficiary protection, tax efficiency, and family harmony for clients at every wealth level.
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.