Navigator® Global Balanced 60-40 Hedged-SAH

Tactically Navigate the Markets with an Active Global Approach

The world’s financial markets offer a variety of growth opportunities, but they also present a number of unique challenges and risks. Clark Capital believes investors may benefit from a dynamic asset allocation that actively pursues opportunities while guarding against undue risk. A strategic hedge is added for risk management.
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Participate in Global Equity Trends

Allocate to areas of the equity markets that are outperforming their peers.

Grounded in a quantitatively-based relative strength research process, the strategy seeks to exploit leading global trends and move away from lagging trends in: 1) U.S. market capitalizations/styles 2) industry sectors/sub-groups 3) international countries/regions

Utilize a Flexible Bond Approach

Seek higher returns with the option to shift to safer fixed income sectors.

Obtain Low Volatility Equity Exposure

Attempt to stabilize client portfolios by constraining losses.

Help clients remain committed to long-term goals by seeking to constrain losses to acceptable levels. When the hedge is incorporated into a client’s overall portfolio, it is always in place. As a result, we seek to consistently guard the portfolio from unexpected, potentially catastrophic declines.