Catalyst Funds, a provider of alternative investment solutions, and
Welton Investment Partners, the alternative investment manager
focused on the pursuit of returns across market environments, today
announced the launch of the Catalyst/Welton Advantage
Multi-Strategy Fund (CWEIX). The Fund utilizes multiple asset
classes and an active investment strategy that aims to provide
diversification and potential advantages over equity investing
alone. CWEIX is also Welton's first single- advisor mutual fund
offering, providing financial advisors and their clients direct
access to Welton's 30 years of institutional research and trading
experience.
Catalyst is an investment manager whose mission is to help
investors achieve their financial goals through distinctive
strategies for dynamic market environments. Catalyst seeks to be
the market leader in providing strategies with a decidedly
different approach to educating, informing, and potentially solving
challenges faced by investors. Catalyst is committed to excellence
with a culture centered on innovation, teamwork, and an
entrepreneurial spirit that encourages a client-service mindset
focused on positive outcomes.
“This new partnership with Welton is another example of our
proud relationships with respected, intelligent, and proven
managers,” said Jerry Szilagyi, CEO of Catalyst Funds. “The Fund’s
strategy and approach fits well into our lineup and reinforces the
philosophy that we can offer investors something that not all
advisors can – access to institutional investment managers in the
retail space. Similar to other products we offer, we believe the
use of multiple non-correlated asset classes in this strategy
should lead to an attractive risk/return profile.”
CWEIX trades a portfolio that generally holds
more than 300 positions across multiple asset classes and sectors.
The Fund implements a fully systematic investment process using
quantitative, macroeconomic, statistical, and neural network
technologies.
“Our collaboration with Catalyst further democratizes the
alternative investing landscape by providing financial advisors and
their clients with a strategy that is highly diversified and seeks
to stand up to the current, unpredictable macroeconomic
environment,” said Dr. Patrick Welton, Founder and Chief Investment
Officer, Welton Investment Partners. “The traditional 60/40
portfolio strategy is no longersufficient for meeting many
investors’ goals. Our partnership presents an opportunity for
forward-thinking advisors who are looking to build more resilient
portfolios while boosting returns, especially during periods of
market volatility.”
CWEIX will be sub-advised by Welton Investment Partners. The
Fund’s objective is long-term capital appreciation. The Fund will
trade under the tickers CWEAX, CWECX, and CWEIX. For more
information on this Fund and Catalyst’s offerings, please visit:
https://catalystmf.com/.
For media inquiries on this announcement, please
contact Deborah Kostroun of Zito Partners at 201-403- 8185.
About Catalyst
FundsCatalyst Funds currently offers 18
distinctive funds that provide various strategies with the goal of
producing income- and equity-oriented returns, while seeking to
manage risk and volatility. Catalyst offers these exclusive
strategies through a team of in-house portfolio managers and
boutique institutional investment management partners. The firm
strives to provide innovative strategies to support financial
advisors and their clients in meeting the investment challenges of
an ever-changing global market environment. For more information on
Catalyst Funds and its various offerings, please visit:
https://catalystmf.com/.
About Welton
Investment PartnersWelton
Investment Partners is an established alternative asset manager
that seeks to generate returns by identifying recurrent market
themes across various market environments. The firm seeks to
deliver absolute returns with a low correlation to the broader
markets. Welton believes its investment edge derives from an
advanced capital allocation process applied to quantitative
strategies across multiple asset classes. Welton manages assets for
institutional and private investors, with offices in NY, CA, and an
investment research center based in Paris, France. More information
is available at www.welton.com.
Investors should consider the investment objectives,
risks, and charges and expenses of the Fund(s)
before investing.
The prospectus
contains this
and other
information about
the Fund(s) and should be read carefully
before investing. The prospectus may be obtained
at CatalystMF.com.
Risk Considerations
Equity securities, such as common stocks, are subject to market,
economic and business risks that may cause their prices to
fluctuate. ETF’s are subject to specific risks, depending on the
nature of the underlying strategy of the fund. These risks could
include liquidity risk, sector risk, as well as risks associated
with fixed income securities, real estate investments, and
commodities, to name a few. Fixed income investments are affected
by a number of risks, including fluctuation in interest rates,
credit risk, and prepayment risk. In general, as prevailing
interest rates rise, fixed income prices will fall.
There is no guarantee that any investment strategy will achieve
its objectives, generate profits or avoid losses.
Derivative instruments involve risks different from, or possibly
greater than, the risks associated with investing directly in
securities and other traditional investments.
The adviser’s judgments about the growth, value or potential
appreciation of an investment may prove to be incorrect or fail to
have the intended results, which could adversely impact the Fund’s
performance and cause it to underperform relative to other funds
with similar investment goals or relative to its benchmark, or not
to achieve its investment goal.
The Catalyst Funds are distributed by Northern Lights
Distributors, LLC, Member FINRA/SIPC. Catalyst Capital Advisors
LLC, Welton Investment Partners, Jerry Szilagyi, and Patrick Welton
are not affiliated with Northern Lights Distributors, LLC.
Glossary:
Diversification is a risk management strategy
that creates a mix of various investments within a portfolio. A
diversified portfolio contains a mix of distinct asset types and
investment vehicles in an attempt to limit exposure to any single
asset or risk.
Volatility is how much and how quickly prices
move over a given span of time.
Catalystwelton Advantage... (NASDAQ:CWEIX)
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Catalystwelton Advantage... (NASDAQ:CWEIX)
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