Best Overall – Most Assets & Most Allocations
Clark Navigator Fixed Income Total Return featuring Glenn Dorsey, CFA®, CAIA®, SVP, Head of Portfolio Management
Link to this WEBINAR
In the sixth episode of the SMArtX 2021 Virtual Awards Webinar, SMArtX CEO Evan Rapoport sits down with Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, to discuss Clark Navigator Fixed Income Total Return strategy winning Best Overall – Most Assets in this year’s awards.
Evan and Glenn talk about the importance of protecting capital, utilizing Relative Strength, tactical flexibility, and why all of this is important to advisors.
About the Firm
Clark Capital Management is an independent investment advisory firm, 100% family and employee owned, founded in 1986. They have 40 different investment strategies, with a mix of some qualitative strategies as well as a stable of tactical strategies, with many available on SMArtX Advisory Solutions.
Their strategy focuses on risk management and mitigation and utilizes Relative Strength to guide their decisions for investments.
What Sets Them Apart
A big reason why the Clark Navigator Fixed Income Total Return strategy won the Best Overall – Most Assets award at the 2021 SMArtX Virtual Awards is because their investment methodology provided what everyone wants: outsized market returns with less volatility.
The methodology underlying the Clark Navigator Fixed Income Total Return strategy uses an asset allocation policy that seeks to rotate among high yield, US Treasuries, and cash equivalents. The two goals of portfolio management are return and risk control, and Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, believes in the idea of “letting your winners run, cut your losses short. Clark Navigator aims to “win” by not losing and maximizing return by minimizing risk.
The firm is able to get a broadly-diversified portfolio within asset classes all while having the efficiency to trade it on a relatively quick basis. Clark Capital Management believes in combining a long term view with some tactical flexibility, all while emphasizing the importance of protecting capital.
As the economy hopefully continues to improve, keeping risk in mind is key. Clark Clark Capital Management has historically posted impressive returns in the midst of economic uncertainty before, and they won Best Overall – Most Assets in a mercurial 2020 for a reason.
How is This Applicable to Advisors?
Putting all your proverbial eggs into one basket for tactical strategies isn’t great investment advice, but having a good chunk of your portfolio dedicated to tactical isn’t a bad idea at all. Clark Navigator Fixed Income Total Return works best as part of a diversified portfolio, and having about a third of a portfolio dedicated to tactical makes sense.
Clark Capital Management knows how to make the most out of uncertain situations, and their ability to minimize volatility is the backbone of their strategy.
About Clark Navigator Fixed Income Total Return Strategy
Clark Navigator Fixed Income Total Return seeks to minimize downside risk through its ability to shift out of lower quality areas when needed and invest in high quality debt and/ or cash. The strategy utilizes a tactical approach, making adjustments for today’s markets.