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Navigator® Tactical U.S. Allocation

Allocation
  • Tactical U.S. Equity
APPROACH
  • Top-Down
FOR ADVISORS:

The U.S. equity market offers a variety of growth opportunities, but also presents a number of unique challenges and risks. Clark Capital believes investors may benefit from a disciplined, quantitatively managed tactical asset allocation approach that actively pursues “risk-on” opportunities while guarding against undue risks.

Deliver Total Return
The strategy utilizes a relative strength, momentum based approach to identify the leading sector(s).
Reduce Portfolio Risk
The strategy seeks to minimize downside risk through its ability to shift shift its asset class exposure from U.S. equities to treasuries and cash.
Take a Tactical Approach
The strategy utilizes a tactical asset allocation policy that seeks to rotate among the following asset classes: U.S. equities, treasuries and cash.

Get to Know the People Behind the Portfolios

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In this new ThinkAdvisor feature, Brendan Clark, CFA® and Sean Clark, CFA® sat down with Dinah Wisenberg Brin to reflect on Clark Capital's growth and the vision behind our firm's evolution.

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