Navigator® Taxable Fixed Income
Navigate Fixed Income with Individual Bonds
As interest rates change, an active strategy focused on adding value may deliver better client outcomes. Clark Capital believes investors will benefit from a disciplined active approach to security selection that is designed to deliver income with below average risk.
Take an Active Approach to Security Selection
Actively seek attractive opportunities in the current environment.
The strategy is based on the conviction that fundamental analysis provides greater value than speculating through interest rate forecasting. It seeks to exploit potentially undervalued opportunities and provide excess returns through sector and security selection.
Utilize a Disciplined Approach to Eliminate Uncompensated Risk
Aims to provide long-term, risk adjusted returns.
Bonds have limited upside, but the downside potential is significant. The portfolio seeks to achieve strong adjusted returns by building a curated portfolio of individual bonds. Intermediate maturities may offer attractive yields at a lower level of risk than longer-term securities.
Add Value in a Rising Rate Environment with Individual Bonds
Seek to constantly build par value.
Because interest rates do not rise or fall in a linear fashion, our active approach seeks to take advantage of opportunities by building par value. The strategy seeks to take advantage of price inefficiencies during interest rate changes or volatility.