Investment Advisor: Catalyst Capital Advisors, LLC
Sub-Advisor: SL Advisors, LLC
Simon Lack, CFA | Portfolio Manager
Fund Objective
The Fund’s objective is current income and capital appreciation.
Reasons to Invest
The Catalyst Energy Infrastructure Fund invests in publicly-listed equity securities of U.S. and Canadian companies that generate a majority of their cash flow from midstream energy infrastructure activities.
Advantages Over Traditional MLPs
By focusing on GPs, the Fund offers potential advantages over traditional MLPs, including preferential economics, greater control and faster growth.
Attractive Yield Potential
The Fund focuses on reliable distributions with growth prospects linked to midstream energy companies, such as pipeline and storage businesses, which own and develop long-lived assets with recurring distributions and attractive growth prospects.
Long Track Record
In 2005, the Portfolio Manager seeded Alerian Capital Management (who developed the primary index for the sector) and has been investing in energy infrastructure ever since.
Preferential Tax Treatment
The Fund keeps MLP investments to less than 25% to avoid the corporate tax incurred by mutual funds and ETFs that invest primarily in MLPs. Fund investors will receive a 1099.
