Catalyst Insider Buying Fund Class I (INSIX)

Overview

The fund is an investment vehicle that primarily focuses on the acquisition of common stocks within the United States, including notable investments in Real Estate Investment Trusts (REITs). It seeks to achieve its investment objective by capitalizing on insider buying activities—investments made by corporate executives, directors, large shareholders, or activist shareholders, who are presumably well-informed about the companies in question. This strategy implies a vote of confidence in the company's future performance or valuation. While the fund is open to investing in companies of all sizes, ranging from smaller to larger market capitalizations, there is a pronounced emphasis on larger capitalization stocks. This investment approach allows the fund to potentially leverage the insights of those with intimate knowledge of their companies, aiming for robust growth and value appreciation over time.

Products and Services

• Common Stocks of U.S. Companies

The fund primarily invests in the common stocks of U.S. companies, ranging across various sectors. This broad investment base is designed to tap into the growth potential of these companies, leveraging market movements and economic developments within the United States.

• Real Estate Investment Trusts (REITs)

As part of its diversified investment strategy, the fund includes Real Estate Investment Trusts (REITs) in its portfolio. REITs offer a way to invest in real estate indirectly, providing potential income generation, and diversification benefits, and acting as a hedge against inflation.

• Insider Buying Focused Investments

The fund particularly values stocks experiencing insider buying by corporate executives, directors, and significant shareholders. This approach is predicated on the belief that insider purchases often signal a bullish outlook on the company’s future by those with an in-depth understanding of its operations and potential.

• Market Capitalization Diversity

While emphasizing larger capitalization stocks, the fund does not shy away from investing in companies of any market size, from small to large. This strategy aims to balance the growth potential of smaller companies with the stability and resilience of larger entities.