Investment Philosophy

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Our disciplined and research-driven investment philosophy is grounded in three core principles.

Goals

  • Deliver superior risk-adjusted returns.
  • Help financial advisors deliver successful outcomes to clients.
  • Personalize the process so that investments are relevant to clients and fully support your financial planning efforts.

Our goal is meaningful diversification achieved through our bottom-up fundamental process combined with a top-down, quantitative approach.

Click Here to Get Investment Philosophy Overview

Learn how Clark Capital utilizes its Investment Philosophy to benefit you and your clients.

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Hear from our Portfolio Managers

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Navigator Fixed Income Total Return – K. Sean Clark, CFA®

 
Domestic & International Equity – Tony Soslow, CFA®

 
Navigator High Dividend Equity – Maira Thompson

 
Relative Strength Investing – David Rights and Mason Wev, CFA®, CMT®

 
Navigator Taxable and Tax Free Fixed Income – Jamie Mullen

 
Navigator Option Enhancement – John Clark

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