Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund
Catalyst Funds and Welton Investment Partners have launched the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX), designed as a stronger alternative to traditional 60/40 portfolios or equity-only strategies. The fund utilizes multiple asset classes and an active investment strategy to provide diversification and potential advantages over equity investing alone.
CWEIX is Welton's first single-advisor mutual fund, offering direct access to their 30 years of institutional research and trading experience. The fund typically holds over 300 positions across various asset classes and sectors, implementing a fully systematic investment process using quantitative, macroeconomic, statistical, and neural network technologies.
This collaboration aims to democratize alternative investing by providing financial advisors and clients with a highly diversified strategy designed to withstand unpredictable macroeconomic environments. The fund's objective is long-term capital appreciation and will trade under tickers CWEAX, CWECX, and CWEIX.
Catalyst Funds e Welton Investment Partners hanno lanciato il Fondo Multi-Strategia Catalyst/Welton Advantage (CWEIX), progettato come un'alternativa più robusta ai tradizionali portafogli 60/40 o alle strategie solo azionarie. Il fondo utilizza più classi di attivo e una strategia di investimento attiva per fornire diversificazione e potenziali vantaggi rispetto all'investimento azionario isolato.
CWEIX è il primo fondo comune a gestione singola di Welton, offrendo un accesso diretto ai loro 30 anni di esperienza nella ricerca e nel trading istituzionale. Il fondo mantiene tipicamente oltre 300 posizioni in varie classi di attivi e settori, implementando un processo di investimento completamente sistematico che utilizza tecnologie quantitative, macroeconomiche, statistiche e di reti neurali.
Questa collaborazione mira a democratizzare gli investimenti alternativi fornendo ai consulenti finanziari e ai clienti una strategia altamente diversificata pensata per resistere a ambienti macroeconomici imprevedibili. L'obiettivo del fondo è l'apprezzamento del capitale a lungo termine e sarà negoziato con i ticker CWEAX, CWECX e CWEIX.
Catalyst Funds y Welton Investment Partners han lanzado el Fondo Multi-Estrategia Catalyst/Welton Advantage (CWEIX), diseñado como una alternativa más sólida a las carteras tradicionales 60/40 o a las estrategias solo de acciones. El fondo utiliza múltiples clases de activos y una estrategia de inversión activa para proporcionar diversificación y ventajas potenciales sobre la inversión solo en acciones.
CWEIX es el primer fondo mutuo de asesor único de Welton, ofreciendo acceso directo a sus 30 años de experiencia en investigación y trading institucional. El fondo típicamente mantiene más de 300 posiciones en diversas clases de activos y sectores, implementando un proceso de inversión completamente sistemático que utiliza tecnologías cuantitativas, macroeconómicas, estadísticas y de redes neuronales.
Esta colaboración tiene como objetivo democratizar la inversión alternativa, proporcionando a asesores financieros y clientes una estrategia altamente diversificada diseñada para soportar entornos macroeconómicos impredecibles. El objetivo del fondo es la apreciación del capital a largo plazo y se negociará bajo los tickers CWEAX, CWECX y CWEIX.
Catalyst Funds와 Welton Investment Partners가 Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX)를 출시했습니다. 이 펀드는 전통적인 60/40 포트폴리오 또는 주식 단일 전략에 대한 더 강력한 대안으로 설계되었습니다. 이 펀드는 여러 자산 클래스와 능동적인 투자 전략을 활용하여 다양한 투자와 주식 투자만으로는 얻을 수 없는 잠재적 이점을 제공합니다.
CWEIX는 Welton의 첫 번째 단일 어드바이저 뮤추얼 펀드로, 30년간의 기관 연구 및 거래 경험에 직접 접근할 수 있는 기회를 제공합니다. 이 펀드는 일반적으로 300개 이상의 다양한 자산 클래스 및 섹터에서 보유하고 있습니다, 정량적, 거시경제적, 통계적 및 신경망 기술을 활용하여 완전 시스템적 투자 프로세스를 구현합니다.
이 협력의 목표는 금융 자문사와 고객에게 예측할 수 없는 거시경제 환경에서도 견딜 수 있도록 설계된 매우 다양화된 전략을 제공하여 대체 투자 접근을 민주화하는 것입니다. 이 펀드의 목표는 장기 자본 증대이며, CWEAX, CWECX 및 CWEIX라는 티커로 거래될 것입니다.
Catalyst Funds et Welton Investment Partners ont lancé le Fonds Multi-Strategie Catalyst/Welton Advantage (CWEIX), conçu comme une alternative plus solide aux portefeuilles traditionnels 60/40 ou aux stratégies uniquement basées sur les actions. Le fonds utilise plusieurs classes d'actifs et une stratégie d'investissement active pour offrir une diversification et des avantages potentiels par rapport à un investissement uniquement en actions.
CWEIX est le premier fonds d'investissement à conseiller unique de Welton, offrant un accès direct à leurs 30 ans de recherche institutionnelle et d'expérience en trading. Le fonds détient généralement plus de 300 positions dans diverses classes d'actifs et secteurs, en mettant en œuvre un processus d'investissement entièrement systématique utilisant des technologies quantitatives, macroéconomiques, statistiques et de réseaux de neurones.
Cette collaboration vise à démocratiser l'investissement alternatif en fournissant aux conseillers financiers et aux clients une stratégie hautement diversifiée conçue pour résister à des environnements macroéconomiques imprévisibles. L'objectif du fonds est l'appréciation du capital à long terme et il sera échangé sous les tickers CWEAX, CWECX et CWEIX.
Catalyst Funds und Welton Investment Partners haben den Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX) ins Leben gerufen, der als stärkere Alternative zu traditionellen 60/40-Portfolios oder Aktienstrategien dient. Der Fonds nutzt mehrere Anlageklassen und eine aktive Anlagestrategie, um Diversifizierung und potenzielle Vorteile gegenüber reinen Aktieninvestitionen zu bieten.
CWEIX ist der erste Single-Advisor-Volkshochschulfonds von Welton, der direkten Zugang zu dreißig Jahren institutioneller Forschung und Handelserfahrung bietet. Der Fonds hält typischerweise über 300 Positionen in verschiedenen Anlageklassen und Sektoren und implementiert einen vollständig systematischen Investitionsprozess, der quantitative, makroökonomische, statistische und neuronale Netzwerk-Technologien nutzt.
Diese Zusammenarbeit hat zum Ziel, alternative Investitionen zu demokratisieren, indem Finanzberatern und Kunden eine hochdiversifizierte Strategie angeboten wird, die darauf abzielt, unvorhersehbaren makroökonomischen Bedingungen standzuhalten. Das Ziel des Fonds ist langfristige Kapitalwertsteigerung und wird unter den Tickern CWEAX, CWECX und CWEIX gehandelt.
- Launch of a new multi-strategy fund (CWEIX) offering diversification across multiple asset classes
- Partnership between Catalyst Funds and Welton Investment Partners, leveraging 30 years of institutional experience
- Fund holds over 300 positions across various asset classes and sectors
- Implements a fully systematic investment process using advanced technologies
- Aims to provide a stronger alternative to traditional 60/40 portfolios
- None.
Insights
The launch of the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX) represents a significant development in the alternative investment space, but its immediate impact on the stock market is likely to be Here's why:
- The fund aims to provide a stronger alternative to the traditional 60/40 portfolio, which has been under pressure in recent market conditions. This could potentially attract investors looking for diversification beyond conventional strategies.
- With over 300 positions across multiple asset classes, the fund offers broad diversification, which could appeal to risk-averse investors in volatile markets.
- The collaboration between Catalyst Funds and Welton Investment Partners brings institutional-level expertise to retail investors, potentially democratizing access to sophisticated investment strategies.
However, the fund's impact on the broader market may be muted in the short term:
- As a new offering, it will take time to build assets under management and demonstrate its effectiveness in various market conditions.
- The fund's performance and adoption rate will be important in determining its long-term significance in the investment landscape.
For investors, this launch highlights the ongoing trend of alternative strategies becoming more accessible. It's a development worth watching, but not one that's likely to cause immediate market movements.
The introduction of CWEIX reflects several key market trends that investors should note:
- There's growing dissatisfaction with traditional portfolio allocations, particularly the 60/40 model, in the face of changing market dynamics.
- Demand for alternative investment strategies is increasing among retail investors, driven by the need for better risk-adjusted returns and diversification.
- The
$17.5 trillion alternative investment market is becoming more accessible to individual investors, potentially reshaping wealth management practices.
This fund's launch also highlights:
- The convergence of quantitative strategies and traditional asset management, as evidenced by the use of neural network technologies in the fund's approach.
- A shift towards more dynamic, multi-asset class strategies that can adapt to various market conditions.
While it's too early to gauge the fund's success, its introduction underscores the evolving landscape of investment products available to retail investors. This trend could potentially impact traditional asset managers and drive further innovation in the industry.
Designed to Provide a Stronger Alternative to a 60/40 Portfolio or Equity-Only Strategy
NEW YORK, July 25, 2024 (GLOBE NEWSWIRE) -- Catalyst Funds, a provider of alternative investment solutions, and Welton Investment Partners, the alternative investment manager focused on the pursuit of returns across market environments, today announced the launch of the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX). The Fund utilizes multiple asset classes and an active investment strategy that aims to provide diversification and potential advantages over equity investing alone. CWEIX is also Welton's first single- advisor mutual fund offering, providing financial advisors and their clients direct access to Welton's 30 years of institutional research and trading experience.
Catalyst is an investment manager whose mission is to help investors achieve their financial goals through distinctive strategies for dynamic market environments. Catalyst seeks to be the market leader in providing 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 positive outcomes.
“This new partnership with Welton is another example of our proud relationships with respected, intelligent, and proven managers,” said Jerry Szilagyi, CEO of Catalyst Funds. “The Fund’s strategy and approach fits well into our lineup and reinforces the philosophy that we can offer investors something that not all advisors can – access to institutional investment managers in the retail space. Similar to other products we offer, we believe the use of multiple non-correlated asset classes in this strategy should lead to an attractive risk/return profile.”
CWEIX trades a portfolio that generally holds more than 300 positions across multiple asset classes and sectors. The Fund implements a fully systematic investment process using quantitative, macroeconomic, statistical, and neural network technologies.
“Our collaboration with Catalyst further democratizes the alternative investing landscape by providing financial advisors and their clients with a strategy that is highly diversified and seeks to stand up to the current, unpredictable macroeconomic environment,” said Dr. Patrick Welton, Founder and Chief Investment Officer, Welton Investment Partners. “The traditional 60/40 portfolio strategy is no longer
sufficient for meeting many investors’ goals. Our partnership presents an opportunity for forward-thinking advisors who are looking to build more resilient portfolios while boosting returns, especially during periods of market volatility.”
CWEIX will be sub-advised by Welton Investment Partners. The Fund’s objective is long-term capital appreciation. The Fund will trade under the tickers CWEAX, CWECX, and CWEIX. For more information on this Fund and Catalyst’s offerings, please visit: https://catalystmf.com/.
For media inquiries on this announcement, please contact Deborah Kostroun of Zito Partners at 201-403- 8185.
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 manage 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: https://catalystmf.com/.
About Welton Investment Partners
Welton Investment Partners is an established alternative asset manager that seeks to generate returns by identifying recurrent market themes across various market environments. The firm seeks to deliver absolute returns with a low correlation to the broader markets. Welton believes its investment edge derives from an advanced capital allocation process applied to quantitative strategies across multiple asset classes. Welton manages assets for institutional and private investors, with offices in NY, CA, and an investment research center based in Paris, France. More information is available at www.welton.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.
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 Catalyst Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. Catalyst Capital Advisors LLC, Welton Investment Partners, Jerry Szilagyi, and Patrick Welton are not affiliated with Northern Lights Distributors, LLC.
Glossary:
Diversification is a risk management strategy that creates a mix of various investments within a portfolio. A diversified portfolio contains a mix of distinct asset types and investment vehicles in an attempt to limit exposure to any single asset or risk.
Volatility is how much and how quickly prices move over a given span of time.
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