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Navigator Tactical Fixed Income Fund Class I (NTBIX)

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10.88 0.00    0%
16/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Navigator Funds
ISIN:  US66538B5782 
S/N:  66538B578
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 7.33B
Navigator Tactical Fixed Income I 10.88 0.00 0%
Category

Nontraditional Bond

Total Assets

7.33B

Expenses

0.98%

Inception Date

41725

Investment Strategy

The investment seeks total return with a secondary goal of current income. The fund will normally invest at least 80% of its assets, defined as net assets plus the amount of any borrowings for investment purposes, in long and/or short positions in fixed income securities. It defines fixed income securities as including (i) bills, (ii) notes, (iii) structured notes, (iv) bonds, (v) preferred stocks, (vi) any other debt or debt-related securities of any maturities, (vii) fixed income derivatives, and (viii) underlying funds that invest primarily in fixed income securities, or (ix) other evidences of indebtedness.

Contact Information

Address Navigator Funds
,
United States
Phone -
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Top Executives

Name Title Since Until
Alexander Meyer Portfolio Manager 2019 Now
Biography Alexander Meyer is a Portfolio Manager on Clark Capital’s Fixed Income Team. Mr. Meyer has over 10 years of industry experience across fixed income sectors including municipals, investment grade corporates, and high yield corporate bonds. Prior to joining the firm in 2019, Mr. Meyer served as Vice President at Jefferies. He graduated Summa Cum Laude from the University of Pennsylvania with a B.A. in Economics and holds the CFA® designation.
Jonathan A. Fiebach Executive Vice President 2016 Now
Biography Jonathan A. Fiebach joined Clark Capital in 2016, previously, Mr. Fiebach had been Co-CEO and CIO of Main Point Advisors Inc. since 2013. Mr. Fiebach was also a principal with Grant Williams, L.P. from October, 2011 until June 2016. Prior to that Mr. Fiebach was President and owner of Fiebach Investments, LLC from 2010 to 2012 and Managing Director of Duration Capital Management Advisors Inc. from 2002-2012. In each capacity he was responsible for investment and hedging decisions. Mr. Fiebach has over 26 years of investment management industry experience.
Robert S. Bennett Co-Portfolio Manager 2014 Now
Biography Mr. Bennett serves as a co-portfolio manager to the Navigator Tactical Fixed Income Fund. Mr. Bennett joined Clark Capital Management Group, Inc in 2014. He has over eight years of experience with the management and trading of various securities and derivatives. Mr. Bennett has had extensive experience overseeing the daily trading activities of various long and short ETFs and mutual Fund for ProShare Advisors LLC, including: trading cash equities, synthetic equities, futures, credit default swaps, corporate bonds, treasuries, and FX forwards. Mr. Bennett worked for ProShare Advisors, LLC from 2008-2014. He began his career as a Financial Advisor at UBS Financial Services, Inc. Robert received his B.S. in business management from Wentworth Institute of Technology.
Mason Wev Portfolio Manager 2014 Now
Biography Mason joined Clark Capital Management Group, Inc. in 2005 as a Portfolio Manager He is a member of the Clark Capital Investment Team, contributing to asset allocation policy and security selection. Mason has more than a decade of experience in the investment industry. He is responsible for quantitative investment analysis, security selection, and communicating the firm’s investment policy to wealth advisors and consultants. He participates in the research and product development efforts of the Portfolio Team. A graduate of Dickinson College, Mason earned an M.B.A. in International Management from the Garvin School of Management at Thunderbird (the American Graduate School of International Management). He is a CFA® charterholder, a Chartered Market Technician, and holds the Chartered Alternative Investment Analyst® (CAIA®) designation.
K. Sean Clark CIO (Chief Investment Officer) 2014 Now
Biography As Clark Capital’s Chief Investment Officer, Sean oversees all of the Firm’s investment activities and heads the firm’s portfolio team. Sean joined the firm in 1993 and is responsible for asset allocation and investment selection for Navigator Investment Solutions as well as directing ongoing market research and contributing to the development of proprietary products. Sean is a member of the Clark Capital Investment Team and the Executive Team. He graduated from the University of Delaware, earning a B.S. and an M.A. in Economics. Sean holds the Chartered Financial Analyst® designation and is a member of the CFA Institute (formerly AIMR) and the Financial Analysts of Philadelphia, Inc. Sean is considered an industry expert and is often asked to appear on CNBC and Bloomberg television to share his views on the market. In addition, Sean has been featured in a number of articles in nationally distributed business journals and newspapers. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
David J. Rights Portfolio Manager 2014 Now
Biography As Director of Research David directs the ongoing research into securities selection and portfolio strategies used to enhance the Navigator® investment programs. In the late 1970s, David began to develop economically based, quantitatively driven econometric models. He has also developed technical models used to enhance relative returns and reduce the risks of ETF and fund based products. David is a member of the Clark Capital Investment Team. David was formerly President and Chief Investment Officer of RTE Asset Management which merged with Clark Capital in 2005. He holds a degree in Electrical Engineering from Lehigh University.
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