Investment Philosophy

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


  • 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.

Hear from our Portfolio Managers

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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