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24.93
+0.10
+0.40%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 61.69M
Catalyst Dynamic Alpha A
24.93
+0.10
+0.40%
- Overview
- Profile
- Historical Data
- Holdings
Catalyst Dynamic Alpha Fund Class A Overview
On this page you'll find an in-depth profile of Catalyst Dynamic Alpha Fund Class A. Learn about the key management, total assets, investment strategy and contact information of CPEAX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies. In addition to common stocks, other types of equity securities in which the fund may invest include real estate investment trusts ("REITs") and American Depositary Receipts ("ADRs"). Under normal conditions, the fund invests at least 80% of the fund's net assets plus any borrowings for investment purposes in equity securities defined as common stocks, REITs and ADRs. It is non-diversified.
Contact Information
Address
630-A Fitzwatertown Road, 2nd Floor
Willow Grove,PA 19090
United States
Willow Grove,PA 19090
United States
Phone
1-866-447-4228
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Luke J. O'Neill | Portfolio Manager | 2019 | Now |
| Biography | Luke joined CooksonPeirce in 2018 with 18 years of experience in the investment business. Most recently at Mellon Capital Management, a large institutional investment manager within BNY Mellon, he served as a director on its investment strategy team and head of product development and management. Before that, he served as executive director and head of manager research at Morgan Stanley Investment Management and as vice president and head of manager research at Wilshire Associates. Luke received a B.S. in applied mathematics and an M.S. in organizational leadership from Geneva College and his M.B.A. in finance from Carnegie Mellon University. He holds the Chartered Financial Analyst designation. | ||
| Bruce W. Miller | CIO (Chief Investment Officer), Secretary | 2011 | Now |
| Biography | Mr. Miller has served as Chief Investment Officer and Secretary of Cookson, Peirce & Co., Inc since 2006. Prior to joining Cookson, Peirce & Co., Inc in 1987 as a portfolio manager, Mr. Miller was a consultant to small business owners through the Small Business Development Center at Clarion University. After nearly ten years with Cookson, Peirce & Co., Inc, Mr. Miller left to join the Fragasso Group, an investment firm, where he created an in-house portfolio management department. He rejoined Cookson, Peirce & Co., Inc in April 1999 and became an owner in 2002. Mr. Miller graduated from Slippery Rock University with a Bachelor of Science degree in Business Administration with a major in Finance in 1983. Mr. Miller then attended Kent State University and received his M.B.A. with a concentration in Finance and Information Systems. Mr. Miller was awarded the Chartered Financial Analyst designation by the CFA Institute in September of 1991. | ||
| Cory S. Krebs | Executive Vice President | 2011 | Now |
| Biography | Mr. Krebs has served as an Executive Vice President and Portfolio Manager of Cookson, Peirce & Co., Inc. since 2003. Prior to joining Cookson, Peirce & Co., Inc. in 2003, Mr. Krebs was an Equity Trader with Laurel Capital Advisors, an investment subsidiary of Mellon Financial Corporation, from 1998 to 2003. Mr. Krebs had also previously worked in the financial services industry for Federated Investors Inc. and American Express Financial Advisors. Mr. Krebs pursued his undergraduate studies at the University of Pittsburgh, completing a Bachelor of Arts degree in Economics in 1996. He has since obtained a M.B.A. degree with a concentration in Finance from the Katz Graduate School of Business at the University of Pittsburgh. Mr. Krebs was awarded the Chartered Financial Analyst designation by the CFA Institute in October 2007. | ||
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