Sat, Mar 25, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Catalyst Funds launches four new funds, including one that follows activists’ lead

Thursday, July 31, 2014
Opalesque Industry Update - Catalyst Funds, an alternative-focused mutual fund company, has added four new mutual funds to its product line. The new funds include: Catalyst Activist Investor Fund (AIXAX), Catalyst Insider Income Fund (IIXAX), Catalyst Absolute Total Return Fund (ATRAX), and Catalyst/Groesbeck Aggressive Growth Fund (GROAX). Each of the four funds offers a distinct investment strategy, ranging from monitoring insider activity to activist investors.

“Catalyst is excited to expand its product line to include these new funds,” commented Jerry Szilagyi, CEO of Catalyst Funds. “We are focused on bringing unique products to investors that can enhance their portfolio’s risk and return profile.”

These funds will focus on a variety of strategies:

· Catalyst Activist Investor Fund (AIXAX): The Catalyst Activist Investor Fund invests primarily in stocks of companies that are experiencing significant activist investor activity, which is defined as a shareholder, or group of shareholders, of a publicly traded company that seek to influence change in management or operations by acquiring a significant stake in the company. The underlying thesis is that certain activist investors are successful at influencing change in companies that potentially increase shareholder value.

· Catalyst Insider Income Fund (IIXAX):The Catalyst Insider Income Fund invests primarily in short-term U.S. corporate bonds issued by corporations whose executives are purchasing shares of the company’s common stock. Catalyst’s research has resulted in the development of a proprietary method of analyzing insider trading activity that it believes can substantially reduce the likelihood of bankruptcy. The underlying thesis is that corporate insiders know more about the prospects of the company than anybody else and would not take a stake in the equity of their company if the company were in jeopardy of declaring bankruptcy.

· Catalyst Absolute Total Return Fund (ATRAX): The Catalyst Absolute Total Return Fund’s objective is sustainable income and capital appreciation with lower volatility than the market. The driving strategy is investments in companies that are committed to returning cash to shareholders on an ongoing basis, either through dividends, partnership distributions, or consistent share buybacks, while using various hedging strategies in an attempt to reduce risk.

· Catalyst/Groesbeck Aggressive Growth Fund (GROAX):The Catalyst/Groesbeck Aggressive Growth Fund invests in growth stocks, with a focus on U.S. companies with higher growth rates than the S&P 500 Index. Investments are based on a proprietary strategy to select faster growing companies with the potential to generate returns that are superior to the S&P 500 Index.

Press release

www.catalystmf.com

Bg

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  2. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  3. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  4. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less

  5. Hedge funds await outcome of French elections, feel pinch on lower oil prices & weak dollar[more]

    Komfie Manalo, Opalesque Asia: Hedge funds felt the pinch of lower oil prices and weak U.S. dollar as the Lyxor Hedge Fund Index was marginally down as of the week ending 14 March, Lyxor Asset Management said in its Weekly Briefing. The Lyxor He