Patty Quinn McAuley
Named Best 3 Year Fund in Alternative Credit Focus Funds Category
Philadelphia, PA, February 28, 2018 — Clark Capital Management Group, an independent asset manager founded in 1986, announced it has been awarded a 2018 Thomson Reuters Lipper Fund Award. Its Navigator® Tactical Fixed Income Fund was named Best 3 Year Fund in the Alternative Credit Focus Funds category for “consistently strong risk-adjusted performance relative to its peers, based on Lipper’s proprietary performance-based methodology.”
“We are honored to receive this recognition from Lipper,” said Sean Clark, CFA®, Chief Investment Officer. “I’m proud of our fixed income team who have applied this investment methodology to our separately managed accounts for over a decade. We believe today’s bond investors can benefit from flexible solutions that are not constrained to a specific area of fixed income, especially in light of changing interest rate conditions.”
The Navigator® Tactical Fixed Income Fund is managed by Lead Portfolio Manager Jonathan A. Fiebach and a team of investment professionals responsible for research and implementation. The fund seeks to identify opportunities across the fixed income spectrum and allocate to the leading sector(s). It strives to maximize total return while minimizing overall risk. The strategy is grounded in a quantitatively based approach and uses an asset allocation policy that seeks to rotate among high yields, Treasury notes and cash equivalents.
“We are incredibly grateful to be recognized for this achievement,” said Brendan Clark, Chief Executive Officer. “For over 30 years, Clark Capital has sought to provide advisors and investors with asset management excellence and consistent performance through a variety of markets. We believe this award is a testament to our passionate commitment to delivering successful outcomes to our clients.”
About Clark Capital Management Group
Clark Capital Management Group is an independent asset management firm providing institutional quality investment strategies to individual investors, corporations, foundations, and retirement plans. The Firm was founded in 1986 by Harry Clark, Executive Chairman, and has been entrusted with over $11 billion* in assets.
Our investment philosophy is driven by a single-minded focus: to add value for our collective clients. This focus enables us to seek superior risk-adjusted returns over full market cycles through a disciplined process focused on three principles: meaningful diversification, opportunistic asset allocation, and personalized risk management. It compels us to maintain a long-term perspective and provide innovative investment management strategies that enable advisors to deliver investment success to their clients. Portfolio Managers utilize both a relative strength, top down methodology and a fundamental, bottom-up methodology across fixed income, equity, alternative, and diversified asset allocation strategies.
*As of 12/31/2017, includes sub-advised assets.
About the Lipper Fund Awards
The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperalpha.financial.thomsonreuters.com/lipper Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
About the Navigator® Tactical Fixed Income Fund
Awards and rankings are only one form of performance measurement. For current performance information, please call toll free 800.766.2264 or visit the Navigator Funds Website.
An investment in the Tactical Fixed Income Fund (the “Fund”) is subject to risks, and you could lose money on your investment. There can be no assurance that the Fund will achieve its investment objective. Past performance is no guarantee of future results.
Lower-quality bonds, known as high-yield bonds or “junk bonds,” present a significant risk for loss of principal and interest. These bonds offer the potential for higher return, but also involve greater risk than bonds of higher quality. The lower the credit rating of a security, the greater the risk is that the issuer will default on its obligation. The value of the Fund’s investments in fixed income securities and derivatives will fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities and derivatives owned by the Fund.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 800.766.2264. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.
Clark Capital Management Group, Inc. and Northern Lights Distributors, LLC are not affiliated.