Fund Inception | 03/27/2014 |
Name of Issuer | Navigator Funds |
Fund Advisor(s) | Clark Capital Management Group Inc |
Sub-Advisor(s) | -- |
Fund Managers for NTBIX
David Rights
Portfolio Manager since 03/27/2014
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.
K. Clark
Portfolio Manager since 03/27/2014
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.
Robert Bennett, Jr.
Portfolio Manager since 04/01/2014
As a Senior Portfolio Manager, Robert co-manages the Navigator® Tactical Fixed Income Fund. 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. 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.
Alexander Meyer
Portfolio Manager since 05/01/2019
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.
Kevin Bellis
Portfolio Manager since 02/28/2021
Mr. Bellis serves as a portfolio manager for the Navigator Duration Neutral Bond Fund and has served in that capacity since December 2014. Mr. Bellis has been an associate with Main Point Advisors Inc. from September 2013 to the present. Mr. Bellis has also worked as an Assistant Trader with Grant Williams LP from February 2013 to the present. Previously, Mr. Bellis worked as a fixed income data analyst for Bloomberg from January 2011 to February 2013. Mr. Bellis has also worked as a Business Analyst Intern with Prime Finance – Citi from June 2010 to August 2010. He is a 2010 graduate of Penn State University with a B.S. degree in Finance. Mr. Bellis holds the Chartered Financial Analyst designation.