For Investors

We are a professional team empowering investment management innovators by giving them access to seasoned senior executives to assist in developing and growing the next generation money management firms.

Empowering Innovation in Investment Management

We are a professional team empowering investment management innovators by giving them access to seasoned senior executives to assist in developing and growing the next generation money management firms.

Why Invest in Early Stage Investment Managers and their Firms?

  • Returns. Potential for emerging manager returns but with risk commensurate with equity markets because most of capital will be invested in public markets via closely monitored separately managed accounts. Emerging Managers often provide greater returns than established managers due to their nimbleness and less constrained capacity.
  • Risk-controlled access to unique emerging managers whose investment models/strategies are difficult to replicate.
  • Well vetted. Managers are well vetted through our formal process.
  • Our active involvement. We have decades of hands on experience and are actively involved in development and enhancement of the manager’s investment and business processes through the early stages the early stages of the business  and continuing as they mature.
  • Sleep well. We provide a hands on window into exciting new managers. At the same time we are careful and try to mitigate as much risk as possible

Uniqueness of Katalyst

  • We have “soup-to-nuts” expertise. We have the wide range of expertise needed by investment firms to build their businesses and succeed.
  • We understand the importance of product distribution. Having a great asset management product is only half the story. In order to be successful for the long haul, significant product distribution and strategic alignment are key. That’s where we can really help.
  • Risk is not a dirty word. Product risk management is not an after thought to be bolted on to manage position sizing at the end of the investment process. Risk needs to be an integral part of the actual product, incorporated right from inception. We are fanatic about risk management.
  • We love product development. We are looking for early stage teams with a platform asset management technology that can be leveraged to develop many asset management products. The key is matching the features of the product with the right pricing strategy and the optimal distribution. It’s a puzzle that we love to solve.  

What Should I Expect?

 

  • Regular communications and reporting
  • Dedication to and alignment with your needs
  • Reasonable fees and attractive returns
  • Ability to source new managers already having had significant due diligence