Navigator® U.S. Style Opportunity
Navigate U.S. Equities with a Targeted Style Rotation Strategy
As the equity markets ebb and flow through a cycle, individual market styles and capitalizations within the economy perform differently. Clark Capital believes investors can benefit from an active rotation strategy that seeks to identify market trends and invest in areas exhibiting strength relative to their peers.
Achieve growth by investing in outperforming segments of the U.S. equity markets
Build the optimal portfolio that we believe will adapt throughout changing market cycles.
The goal of the strategy is to identify and invest in market segments expected to be the most profitable in the short term – large or small cap, growth or value.
Avoid areas of the U.S. equity markets exhibiting weakness
Seek to manage downside risk by avoiding underperforming styles and market caps.
By avoiding areas of weakness in the market, the strategy seeks to limit downside exposure, taking a “winning by not losing” approach.
Monitor and adjust in response to changing markets
Provide a flexible and responsive approach to equity investing.
The strategy seeks to maximize returns through a rigorous, quantitatively-driven investment process that adapts to changing economic and market regimes.