Catalyst's investment solutions are designed around characteristics we believe investors need to be pursuing in their portfolios: alpha focused income- and equity-oriented returns with lower correlation to the common indexes.
vSpecialized Expertise – Catalyst has brought together a team of experienced investment professionals that focus on specialized strategies including alternative, income and total return, focused equity, options overlay, global exposure, and tactical allocation.
vMulti-Disciplined – Through our Investment Manager Partners, we provide a broad and diversified array of unique investment strategies to meet the challenging needs of investors through various market cycles. These include numerous investment styles and approaches across equity, fixed income and alternative asset classes.
vModern Thinking – Catalyst’s seasoned investment professionals look beyond conventional wisdom to bring fresh ideas and innovative strategies to our clients. We strive to be “ahead of the curve” in exploiting emerging areas of opportunity to assist our clients in achieving their long-term investment goals.
vProactive Management – We strive to proactively manage our investments using sophisticated strategies in an attempt to generate alpha and control risk and volatility in diverse and evolving market conditions.
We are active managers, not closet indexers. The goal of our Funds is to generate alpha while attempting to control risk and volatility. All of our investment strategies share some common characteristics and use a number of techniques seeking to meet those goals:
vSeeking Catalysts – We look for investments that have a catalyst that could “unlock” intrinsic value. Catalysts include heavy corporate insider trading, corporate actions such as acquisitions and divestitures, company management changes, shareholder activism or changes to the competitive or regulatory landscape.
vFocused Portfolios – Our portfolios are generally concentrated with the manager’s best ideas. We have conviction in our strategies. We don’t use “filler” investments. After all, how good is your 250th best idea?
vValue Oriented – We seek value, focusing on the risk/return tradeoff of every investment. This includes traditional equity valuation metrics such as price/cash flow or return on equity. We also look for balance sheet strength and tangible value relative to our position in the capital structure.
vRisk Management – We use several techniques to potentially control risk in our portfolios. These include hedging strategies such as using options and short selling, covered call writing and dynamic tactical and cash allocations. We also look at “margin of safety” based on underlying asset values and past trading history.
vUnconstrained – Many of our Funds are unconstrained by market cap, geography, sector, asset class or credit rating. We can “go anywhere” to discover value and generate alpha.
vActive Share and Low Correlation – Our portfolios maintain a high “active share” meaning they generally don’t own the same securities in the same proportions as the benchmark. This can lead to performance that has lower correlation to industry benchmarks thus enhancing the diversification benefits of our Funds in client portfolios.