Navigator® Tactical U.S. Allocation Fund
About Clark Capital
Founded in 1986, Clark Capital Management Group, Inc. is an independent employee owned investment advisory firm based in Philadelphia, PA. Clark Capital is focused on both long only and innovative risk management strategies, with a goal of successful capital preservation.
K. Sean Clark, CFA®
Executive Vice President, Chief Investment Officer
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.
Jonathan A. Fiebach
Lead Portfolio Manager, Co-Head of Fixed Income
Jon is Clark Capital’s Co-Head of Fixed Income. During his 30 years as a trader and senior portfolio management leader in the institutional bond industry, Jon has focused on the creation and supervision of actively managed, innovative fixed income strategies. Most recently he was co-founder of Main Point Advisors, where he was responsible for the implementation and management of non-traditional fixed income strategies. At Clark Capital, Jon is responsible for the development and oversight of actively managed fixed income strategies that address the ever changing challenges and opportunities faced by bond investors. He is lead manager of the Navigator Duration Neutral Fund and a senior portfolio manager on the Navigator Tactical Fixed Income Fund. Prior to founding Main Point Advisors in 2013, Jon was co-founder, Managing Director, and Chief Investment Officer of Duration Capital Management Advisors, Inc. From 1994 through 2002 Jon built and managed municipal and corporate bond trading at Susquehanna International Group, LP. Jon is nationally known for his publications and presentations including co-authoring The Handbook of Municipal Bonds (2008, John Wiley and Sons, Inc.). Jon graduated from Albright College with a BS in Business Administration and Political Science.
Robert S. Bennett, Jr.
Senior Portfolio Manager
As a Portfolio Manager, Robert co-manages the Navigator Tactical Fixed Income Fund. Robert has over a decade of experience with the management and trading of various securities and derivatives. He has had extensive experience overseeing the daily trading activities of various long and short ETFs and mutual funds for ProShare Advisors including: trading cash equities, synthetic equities, futures, credit default swaps, corporate bonds, treasuries, and FX forwards. 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.
David J. Rights
Director of Research
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. David 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. David holds a degree in Electrical Engineering from Lehigh University.
Mason Wev, CFA®, CMT, CAIA®
Senior Portfolio Manager
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, Chartered Market Technician, and holds the Chartered Alternative Investment Analyst® (CAIA®) designation.
Alexander Meyer, CFA®
Senior Portfolio Manager
Alex Meyer is a Portfolio Manager on Clark Capital’s Fixed Income Team and is responsible for managing the Navigator® fixed income mutual funds. Alex has over 10 years of industry experience across fixed income sectors including municipals, investment grade corporates, and high yield corporate bonds. He has extensive experience in both buy-side and sell-side trading roles, credit analysis, portfolio hedging strategies and quantitative analysis. He comes to Clark Capital from Jefferies, where he most recently served as Vice President. Alex graduated Summa Cum Laude from the University of Pennsylvania with a B.A. in Economics and holds the CFA® designation.
Kevin Bellis, CFA®
Kevin Bellis is a Portfolio Manager on Clark Capital’s Fixed Income Team responsible for managing the Navigator® fixed income mutual funds. He is also a member of the firm’s Cross Asset Management Team, a select group of portfolio managers dedicated to creating multi-asset class solutions in an effort to deliver successful outcomes to investors. Kevin utilizes a quantitative approach trading municipal bonds, treasury futures, futures options, mutual funds, ETFs, and synthetic credit products. He is a graduate of Penn State University with a degree in Finance. Kevin is a CFA® charterholder and a member of the CFA Society of Philadelphia.