About CWECX
The Catalyst/Welton Advantage Multi-Strategy Fund – Class C is an actively managed mutual fund designed to pursue long-term capital appreciation through a diversified, multi-asset investment approach. This fund employs a sophisticated blend of strategies, allocating capital across U.S. large-cap equities, global equity indices, currencies, interest rates, and traditional commodities using both spot and derivatives markets, such as futures and options contracts. The fund’s systematic process incorporates quantitative, macroeconomic, statistical, and neural network-driven decision-making, typically maintaining over 300 positions at any time to maximize diversification and manage risk.
Developed through a partnership between Catalyst Capital Advisors and Welton Investment Partners, the fund aims to provide three primary advantages: the potential for higher returns than passive equity investments, reduced downside during broad equity market declines, and improved risk-adjusted returns. By combining active management with access to both traditional and alternative asset classes, the fund plays a significant role for investors seeking broad exposure beyond conventional 60/40 or equity-only portfolios, striving to perform across different market cycles and conditions.
Category Multistrategy
Stock Exchange Nasdaq
Ticker Symbol CWECX
Share Class Class C
CWECX had a total return of -4.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been -9.92%.
