The Fund’s objective is to achieve long-term capital appreciation.
The Catalyst/MAP Global Equity Fund seeks to offer an alpha-driven, disciplined, value-oriented approach to equity investing through a bottom-up process unconstrained by geography or market capitalization.
Global Unconstrained
The Fund is not constrained by geography or market capitalization. We can go anywhere in an attempt to discover value and generate alpha.
Disciplined Value
We use a strict value discipline with a focus on margin of safety. The portfolio is built through a bottom-up approach seeking securities where there is a catalyst to unlock the intrinsic value of the company.
Strict Risk Management
Starting with an initial universe of 14,000 to 15,000 securities, we attempt to mitigate risk by identifying only those companies which meet our strict value standards. We target only the best 40-65 names to be included in our bottom-up portfolio construction.
U.S. Dollar Diversification
In an attempt to maintain U.S. dollar diversification, we do not hedge our foreign currency exposure.
Investment Advisor:
Catalyst Capital Advisors LLC
Investment Sub-Advisor:
Managed Asset Portfolios, LLC (“MAP”)
Portfolio Managers:
Michael Dzialo | President and Portfolio Manager
Peter Swan | Portfolio Manager
Karen M. Culver | Portfolio Manager
There is no assurance that the Fund will achieve its investment objective.
As the seller (writer) of a covered call option, the Fund assumes the risk of a decline in the market price of the underlying security below the purchase price of the underlying security less the premium received, and gives up the opportunity for gain on the underlying security above the exercise option price. Investing in the Fund carries certain risks. The value of the Fund may decrease in response to the activities and financial prospects of an individual security in the Fund’s portfolio. The Fund may be subject to substantial short-term changes. The Fund invests in the securities of foreign companies which are generally not subject to the same regulatory requirements and have different accounting, auditing and financial reporting standards from those applicable to U.S. companies. These factors may affect the value of your investment.
7083-NLD-9/4/2019
