Our Process

In order to give your portfolio an edge up you need a catalyst. The Catalyst Funds invest in companies that we believe have a catalyst that can drive your performance ahead.

Search for Opportunities to Buy Undervalued Securities – We know that you not only want your money to grow as you invest but to work just as hard as you do.  That is why we work hard to find undervalued securities that offer the greatest opportunity for capital appreciation or current income.  Our fund managers scour the markets to find the companies that they believe get the best returns on their assets and that also generate a strong cash flow yield for investors.  A diversified portfolio of these securities gives you as an investor the ability to make your money work as hard as it can so you don’t have to. 

Upgrade Your Portfolio’s Total Return – First and foremost, we are value investors. We view stocks and bonds as pieces of a business not pieces of paper. Over the long term, we believe that stock prices reflect the true worth or intrinsic value of the underlying business, but over the short term stock prices can move significantly above or below the business value. We are only interested in investing in superior businesses when we are confident that they are selling at prices in the market significantly below our estimate of their intrinsic value.  Similarly, we invest in bonds only when we are confident that the company has enough hard assets to cover the value of the bonds.  A portfolio of excellent companies trading at a significant discount to their underlying business values should offer downside protection as well as substantial upside potential.