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MFWire: Catalyst Funds
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Catalyst Capital Advisors
22 High Street
Huntington, NY  11743
Google Maps

Main Phone: 866-447-4228
Web Site: http://www.catalystmutualfunds.com

Mutual Fund Brand(s)
Catalyst Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    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.


    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


    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."
    Catalyst Capital Advisors logo

    Sponsored Opportunities

    Key People:
    Jerry Szilagyi
    CEO & CCO, Catalyst Capital Advisors
    Story Archive for Catalyst Capital Advisors
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    12/8/2020 Szilagyi Hires an Insti Sales Exec MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    6/21/2018 Szilagyi Grows His Sales Team by Five MFWire.com
    6/1/2018 A Liquid Alts Shop Roared In April MFWire.com
    5/29/2018 Week In Preview, May 29 - June 3 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    11/21/2017 A Liquid Alts Shop and Its ETF Sibling Are Hunting MFWire.com
    9/8/2017 New Fund Fuss - September 8, 2017 MFWire.com
    9/5/2017 Filings For Fundsters - September 5, 2017 MFWire.com
    7/18/2017 Follow the Fundsters - July 18, 2017 MFWire.com
    7/7/2017 Filings for Fundsters - July 7, 2017 MFWire.com
    6/13/2017 Catalyst Adopts a Fund From an Ally MFWire.com
    4/26/2017 M* and Rekenthaler vs Converted Hedge Funds MFWire.com
    3/31/2017 M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    12/23/2016 Filings for Fundsters - December 23, 2016 MFWire.com
    12/21/2016 A Long Island Fund Firm Flips its Fund MFWire.com
    12/9/2016 Filings for Fundsters - December 9, 2016 MFWire.com
    11/3/2016 Filings for Fundsters - November 3, 2016 MFWire.com
    5/17/2016 This Four-Firm Family's CEO Still Hunts MFWire.com
    4/22/2016 Szilagyi Hunts For More Alts Deals MFWire.com
    9/21/2015 Six Distro Tips From Small Fund Firms MFWire.com
    9/14/2015 Szilagyi Does Two Deals, Brings Fifteen Funds to Catalyst MFWire.com
    8/26/2015 An Empire State Mutual Fund Shop Buys a Chitown Hedge Fund MFWire.com
    2/2/2015 Catalyst Triples and Plans More Alts MFWire.com
    1/26/2015 This Fund Firm Is Doubling Its Internals, Again MFWire.com
    7/31/2014 8 New Wholesalers, 4 Fund Launches, and More to Come: a New York Fund Shop Expands MFWire.com
    11/4/2013 Two Firms Are Bringing Hedgers to '40 Act Country MFWire.com
    10/17/2013 Catalyst Goes Bullish on Buybacks MFWire.com
    9/4/2013 Jerry Szilagyi Scoops Up a Hartford Veteran MFWire.com
    9/4/2013 Catalyst Pulls the New Switcharoo On a Fund MFWire.com
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    7/15/2013 A Boutique Bangs Its Drum for Insider Buying MFWire.com
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    6/18/2013 Wholesalers Are Sought For This Fund Firm MFWire.com
    6/11/2013 A Fund Shop Hires a Biz Development Chief MFWire.com
    1/23/2013 Which New Funds' PMs Eat a Lot of Their Own Cooking? MFWire.com
    6/25/2012 Szilagyi Closes a Fund MFWire.com
    6/20/2012 A Fund Shop Accesses Insider Trading MFWire.com
    8/5/2011 Catalyst Launches Four Funds MFWire.com
    6/27/2011 A Niche Fund Firm Swaps Its Leaders MFWire.com
    12/16/2010 Morningstar Gives Props to FBR and Hancock MFWire.com
    1/11/2010 Catalyst Sparked Equity Funds' Sprint Past the S&P MFWire.com
    8/6/2009 Small Fund Shops Shut Out the Big Boys MFWire.com
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