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MFWire: Navigator Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Clark Capital Management Group Inc

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Contact
Main Phone: 800-766-2264
Web Site: www.ccmg.com

Mutual Fund Brand(s)
Navigator Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Clark Capital Management Group, founded in 1986 by Harry Clark and headquartered in Philadelphia, is an independent asset manager that is 100-percent family-and-employee-owned. The Clark team describes the investment philosophy behind their Navigator Investment Solutions as being driven by three core principals: "meaningful diversification, opportunisitic asset allocation, and risk management."

    The Clark team offers separately managed accounts (SMAs) and their own mutual fund family, the Navigator Funds. The firm also offers the Navigator PUMA (i.e. Personalized UMA) through AssetMark. (AssetMark bought Clark's TAMP business in 2015.)
    Sponsored Opportunities



    Key People:
    Brendan Clark
    President, Clark Capital Management Group
    Harry Clark
    Chairman, CEO, Clark Capital Management Group
    K. Clark
    Chief Investment Officer, Clark Capital Management Group
    R. Williams
    Chief Operating Officer, Clark Capital Management Group
    Steven Grant
    Chief Financial Officer, Clark Capital Management Group
    David Rights
    Director of Research, Clark Capital Management Group
    Maira Thompson
    Senior PM, Clark Capital Management Group
    Jaime Mullen
    Senior PM, Clark Capital Management Group
    John Clark
    PM, Clark Capital Management Group
    Elizabeth Schoenberg
    PM, Clark Capital Management Group
    Mason Wev
    PM, Clark Capital Management Group
    Story Archive for Clark Capital Management Group Inc
    Published On Story Headline Publication
    4/20/2022 Innovator Leads With $916MM MFWire.com
    1/21/2022 With $2B of Inflows, an Ex-TAMP Leads This Pack MFWire.com
    11/11/2021 Franklin, JPMAM, Clark, and Horizon Win Big MFWire.com
    8/24/2021 Pacer Leads As Small Firms' Inflows Share Rises 26 Percent MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    10/16/2019 A Global Equity Shop Three-Peats MFWire.com
    4/17/2019 A TAMP Takes the Lead MFWire.com
    1/23/2019 Last Month, Small Fund Firms' Outflows Sextupled MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    3/29/2018 Two Niche ETF Shops Lead the Small Firm Pack MFWire.com
    3/2/2018 Two Single-Fund ETF Shops Won January, Proportionately MFWire.com
    2/28/2018 Clark Navigates Big Fund Flows MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    1/8/2018 BlackRock Leads the ETF Strategist Pack in Q3 Growth MFWire.com
    7/10/2017 ETF Titans Dominated ETF Strategist Growth in Q1 MFWire.com
    1/31/2017 Follow the Fundsters - January 31, 2017 MFWire.com
    10/11/2016 Clark and Vanguard Lead the ETF Strategist Pack MFWire.com
    12/23/2015 Eaton Vance Navigates a Key Branding Change MFWire.com
    7/20/2012 Clark Will Offer Total Return in a Mutual Fund MFWire.com
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    1. 2022 ICI Leadership Summit, May 25-26
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    3. 2022 IDC Fund Directors Workshop, May 26
    4. Irish Funds Annual Global Funds Conference 2022, May 30-31
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    11. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
    12. MFDF Director Discussion Series - Open Forum (Chicago), June 21
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    17. MFDF Director Discussion Series - Open Forum (New York), July 20
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    25. 2022 IDC Fund Directors Conference, Oct 24-26
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