Navigator® All Cap Core U.S. Equity Hedged

Navigate Global Equities with a Lower Volatility Approach to Security Selection

Investors seeking long-term growth across U.S. market capitalizations may benefit from a disciplined and consistent process — one that actively seeks to identify a wide spectrum of opportunities while guarding against significant declines. Navigator® All Cap Core U.S. Equity Hedged is a hedged equity strategy focusing on high quality, undervalued companies with improving business prospects.
Factsheet Download PDF
Commentary Download PDF

Help Clients Reach Long-Term Goals with Constant Portfolio Protection

Goal: Maximize long-term returns with less volatility.

The strategy seeks to lower overall portfolio risk, as measured by beta or volatility, compared to its benchmark. While portfolios are subject to economic and earnings risk, the manager seeks to invest in “blue chip” companies — companies with a reputation for anti-fragility, reliability and the ability to operate profitably in good times and bad.

Utilize a Disciplined, Research-Backed Process to Drive Returns

Goal: Strive to achieve growth by exploiting the three primary factors of equity returns.

Our proprietary research has shown that three factors influence equity risk and returns: superior anti-fragility (durable competitive advantage), value and improving business prospects. The strategy applies the research in an effort to generate returns in excess of the benchmark.

Maximize Potential Returns while Guarding against Major Declines

Goal: Provide a smoother ride through equity markets so clients experience less extreme up and downs.

Sentry is designed to reduce the overall risk of the portfolio, enabling investors to enjoy the potentially rewarding returns of positive equity markets, while providing protection in negative markets.