22/01/2024
New York, NY (January 22, 2024) – Catalyst Capital Advisors LLC, an award-winning provider of alternative investment solutions, and Aspect Capital, a renowned London-based systematic investment manager providing diversifying investment solutions to investors for 25 years, today announced the launch of the Catalyst/Aspect Enhanced Multi-Asset Fund (CASIX). The Fund utilizes a multi-strategy approach that seeks to capitalize on investing in non-correlated asset classes and aims to provide a highly liquid alternative to investors considering a traditional 60/40 approach.
Catalyst is an innovative investment manager whose mission is to help investors achieve their financial goals through specialized strategies for dynamic market environments. Catalyst seeks to be the market leader in providing innovative investment 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 the best possible outcomes.
“We are excited to announce this partnership between Catalyst and Aspect,” said Jerry Szilagyi, CEO of Catalyst Funds. “We were impressed not only with the breadth of knowledge that exists at Aspect, but also with how well their investment approach fits into our product lineup and differentiated philosophy. We believe the use of multiple non-correlated asset classes in this strategy should lead to a more attractive risk-return profile than a traditional 60/40 approach.”
CASIX combines a long-only traditional 60/40 portfolio with a multi asset-based ‘trend following’ overlay to create a cash-efficient investment. The 60/40 component provides strategic exposure to liquid U.S. equity and fixed-income securities through investments in S&P 500 futures and U.S. bond ETFs. The managed futures-based trend following component is historically non-correlated with stocks and bonds, thereby offering additional potential value to clients over traditional approaches.
“Against one of the most challenging economic backdrops in several decades, investors are increasingly looking for diversifying, liquid, and cash efficient investment strategies,” commented Anthony Todd, CEO of Aspect Capital. “By combining Catalyst’s long-term experience in the retail fund marketplace with our expertise in developing quantitative investment solutions, we are confident that the Catalyst/Aspect Enhanced Multi-Asset Fund is well positioned to meet investors' requirements.”
CASIX will be sub-advised by Aspect Capital, a systematic investment manager with a 25-year track record of delivering diversifying returns to investors worldwide. The Fund’s objective is long-term capital appreciation. The Fund will trade under the tickers CASAX, CASCX, and CASIX. For more information on this Fund and Catalyst’s offerings, please visit: www.catalystmf.com.
About Catalyst Funds
Catalyst Funds currently offers 18 distinctive funds that provide various strategies with the goal of producing income- and equity-oriented returns, while seeking to control 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: www.catalystmf.com.
About Aspect Capital
Aspect Capital is a London-based systematic investment manager which applies a systematic and quantitative approach to investment management. Founded by industry pioneers Anthony Todd and Martin Lueck, Aspect has a 25-year history of providing innovative products and diversifying performance to investors worldwide. Aspect combines scientific principles and leading-edge technology to create diversifying investment solutions, and strives to continuously improve every facet of the investment process and generate valuable returns for investors. Aspect was founded on a number of principles, some of which include rigorous ongoing research, collaboration, operational robustness, commercial awareness and transparency. For more information on Aspect Capital and its investment solutions, please visit: www.aspectcapital.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. The Fund is newly formed and has no operating history.
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 Fund is non-diversified, which means it may be invested in a limited number of issuers and susceptible to any economic, political and regulatory events than a more diversified fund.
The Catalyst Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. Catalyst Capital Advisors LLC and Aspect Capital are not affiliated with Northern Lights Distributors, LLC