Investment Advisor
Catalyst Capital, LLC
Investment Sub-Advisor
Lyons Wealth Management
Portfolio Managers
Alexander Read | CEO and Portfolio Manager
Mark Zavanelli, CFA – Senior Portfolio Manager
Fund Objective
The Fund’s objective is to seek total return from long-term capital appreciation and current income.
Reasons to Invest
The Catalyst Tactical Allocation Fund uses a proprietary model that seeks to remain fully invested in equities continuously during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.
Greater Upside Capture Potential
The Fund maximizes time spent in the market by holding a full equity allocation for multi-year periods during bull markets.
Seeks Reduced Downside in Bear Markets
The Advisor targets a tactical shift in asset allocation to fixed income securities (generally, short/intermediate-term U.Z. Treasury bills and notes with one to ten tears to maturity at the time of issuance.
Hedging Against Short-Term Risk
Asset allocation between stocks and bond is typically determined monthly based on the risk model’s binary output and may persist for multi-year periods.
Alpha Potential
The Advisor’s proprietary ranking model is based on fundamental criteria and has no style or other factor mandate, granting flexibility to find optimal opportunities within the investment universe..
