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MFWire: Catalyst Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Catalyst Capital Advisors
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22 High Street
Huntington, NY 11743
Google Maps
Contact
Main Phone: 866-447-4228
Web Site:
http://www.catalystmutualfunds.com
Mutual Fund Brand(s)
Catalyst Funds
Research Links
SEC Fund Filings by CIK
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Background:
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On September 9, 2015, Catalyst Funds unveiled a pair of acquisitions. First, it bought 10 alternative money market mutual funds from TCG Financial Services while keeping TCG on as a research and administrative services provider. And second, Catalyst signed a deal to buy Huntington Asset Advisors [profile] from Huntington bank. That deal would bring five mutual funds, two variable annuities, and two ETFs to Catalyst and is slated to close in December 2015.
Catalyst Value, launched on July 31, 2006, was the top performing small cap growth fund for 2009's fourth quarter.
Catalyst is a value investment shop. As portfolio manager David Miller told Barron's in January 2010, "We invest in companies that have a little hair on them, problems obscuring their sound underlying fundamentals."
Acquisition of Roanoke Fund
Catalyst acquired the Roanoke Small Cap Growth Fund on March 30, 2009. The net assets of the Roanoke Fund were merged into the Catalyst Value Fund. At that time the Catalyst Value Fund also launched its Class I Institutional Shares.
Lineup
The firm sponsors nine, load-based mutual funds, including: - Catalyst Event Arbitrage Fund
- Catalyst Hedge Futures Strategy Fund
- Catalyst Insider Buying Fund
- Catalyst Insider Long/Short Fund
- Catalyst Strategic Insider Fund
- Catalyst/CP Core Equity Fund
- Catalyst/Groesbeck Growth of Income Fund
- Catalyst/Lyons Tactical Allocation Fund
- Catalyst/MAP Global Capital Appreciation Fund
- Catalyst/MAP Global Total Return Income Fund
- Catalyst/Princeton Floating Rate Income Fund
- Catalyst/SMH High Income Fund
- Catalyst/SMH Total Return Income Fund
Sibling
Catalyst now has a sibling with historically no-load distribution. In April 2011, Catalyst founder and CEO Jerry Szilagyi took over Vice Fund advisor USA Mutuals [see profile] as president and CEO. Szilagyi continues to lead both Catalyst and USA Mutuals.
"They are two separate legal entities," Szilagyi told MFWire.com in June 2011, "and there are no plans to combine them at all."
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Sponsored Opportunities
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Key People:
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Jerry Szilagyi
CEO & CCO, Catalyst Capital Advisors |
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Story Archive for Catalyst Capital Advisors
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Published On
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Story Headline
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Publication |
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1/23/2024
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Near Gotham, an AM Combines Futures With 60-40
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MFWire.com
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4/24/2023
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USCF Wins With $852MM
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MFWire.com
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3/21/2023
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AXS Leads With $354MM
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MFWire.com
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2/22/2023
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Small Firm Inflows Fall By $1.2B, But ...
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MFWire.com
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1/23/2023
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Catalyst Leads With $2.2B
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MFWire.com
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12/20/2022
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A Liquid Alts Shop Leads With $196MM
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MFWire.com
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11/22/2022
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One Month, $102B In Net Outflows
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MFWire.com
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11/17/2022
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An ETF Shop Leads For Seven Months and Counting
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MFWire.com
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10/25/2022
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Net Active Flows Worsen By $67B
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MFWire.com
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10/20/2022
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Nine Months, $3.43B of Inflows
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MFWire.com
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10/5/2022
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20 Fund Firms Win Big With FAs
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MFWire.com
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9/21/2022
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Innovator Leads For a Fifth Month
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MFWire.com
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8/17/2022
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Small Firms' Net Flows Worsen By $4B
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MFWire.com
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7/22/2022
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Innovator Threepeats, With $392MM In Inflows
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MFWire.com
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6/16/2022
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Innovator Repeats, Yet Small Firms' Outflows Double
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MFWire.com
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6/4/2021
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A 21-Fund Firm Expands a $2.9B-AUM Relationship
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MFWire.com
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12/8/2020
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Szilagyi Hires an Insti Sales Exec
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MFWire.com
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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6/21/2018
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Szilagyi Grows His Sales Team by Five
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MFWire.com
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6/1/2018
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A Liquid Alts Shop Roared In April
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MFWire.com
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5/29/2018
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Week In Preview, May 29 - June 3
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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11/21/2017
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A Liquid Alts Shop and Its ETF Sibling Are Hunting
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MFWire.com
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9/8/2017
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New Fund Fuss - September 8, 2017
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MFWire.com
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9/5/2017
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Filings For Fundsters - September 5, 2017
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MFWire.com
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7/18/2017
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Follow the Fundsters - July 18, 2017
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MFWire.com
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7/7/2017
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Filings for Fundsters - July 7, 2017
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MFWire.com
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6/13/2017
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Catalyst Adopts a Fund From an Ally
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MFWire.com
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4/26/2017
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M* and Rekenthaler vs Converted Hedge Funds
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MFWire.com
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3/31/2017
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M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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12/23/2016
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Filings for Fundsters - December 23, 2016
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MFWire.com
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12/21/2016
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A Long Island Fund Firm Flips its Fund
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MFWire.com
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12/9/2016
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Filings for Fundsters - December 9, 2016
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MFWire.com
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11/3/2016
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Filings for Fundsters - November 3, 2016
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MFWire.com
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5/17/2016
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This Four-Firm Family's CEO Still Hunts
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MFWire.com
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4/22/2016
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Szilagyi Hunts For More Alts Deals
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MFWire.com
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9/21/2015
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Six Distro Tips From Small Fund Firms
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MFWire.com
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9/14/2015
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Szilagyi Does Two Deals, Brings Fifteen Funds to Catalyst
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MFWire.com
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8/26/2015
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An Empire State Mutual Fund Shop Buys a Chitown Hedge Fund
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MFWire.com
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2/2/2015
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Catalyst Triples and Plans More Alts
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MFWire.com
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1/26/2015
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This Fund Firm Is Doubling Its Internals, Again
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MFWire.com
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7/31/2014
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8 New Wholesalers, 4 Fund Launches, and More to Come: a New York Fund Shop Expands
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MFWire.com
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11/4/2013
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Two Firms Are Bringing Hedgers to '40 Act Country
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MFWire.com
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10/17/2013
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Catalyst Goes Bullish on Buybacks
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MFWire.com
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9/4/2013
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Jerry Szilagyi Scoops Up a Hartford Veteran
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MFWire.com
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9/4/2013
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Catalyst Pulls the New Switcharoo On a Fund
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MFWire.com
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8/26/2013
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Szilagyi Builds NY Presence With a Hire from Sentinel
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MFWire.com
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7/15/2013
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A Boutique Bangs Its Drum for Insider Buying
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MFWire.com
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7/12/2013
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I-News Spotlights a Little Known Fund That Loves Insider Trading
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MFWire.com
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6/18/2013
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Wholesalers Are Sought For This Fund Firm
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MFWire.com
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6/11/2013
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A Fund Shop Hires a Biz Development Chief
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MFWire.com
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1/23/2013
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Which New Funds' PMs Eat a Lot of Their Own Cooking?
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MFWire.com
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6/25/2012
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Szilagyi Closes a Fund
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MFWire.com
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6/20/2012
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A Fund Shop Accesses Insider Trading
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MFWire.com
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8/5/2011
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Catalyst Launches Four Funds
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MFWire.com
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6/27/2011
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A Niche Fund Firm Swaps Its Leaders
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MFWire.com
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12/16/2010
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Morningstar Gives Props to FBR and Hancock
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MFWire.com
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1/11/2010
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Catalyst Sparked Equity Funds' Sprint Past the S&P
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MFWire.com
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8/6/2009
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Small Fund Shops Shut Out the Big Boys
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MFWire.com
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