Merisis PMS
Catalyst Strategy - Series I
A concentrated, sector and market-cap agnostic strategy for significant capital appreciation.
Investment Objective
This is an actively managed, long-only discretionary strategy that is completely sector and market-capitalization agnostic. The objective is to generate significant capital appreciation through a highly concentrated portfolio of stocks representing specific themes: turnaround opportunities, high-growth opportunities, and deep-value opportunities.
Key Characteristics
- ·Highly concentrated, high-conviction portfolio
- ·Sector and market-cap agnostic
- ·Themes: turnaround, high growth, deep value
- ·Series-based structure with defined subscription windows
- ·Up to 12 months to deploy capital; 36-month portfolio life with extension option
Fee Structure
Merisis Catalyst fee structure. Performance fee applies only on returns above the hurdle rate, subject to high water mark.
Disclosures
Full details are in the PMS Disclosure Document. See all regulatory documents at /regulatory. Past performance is not indicative of future results. Investments are subject to market risk.
Ready to invest?
Onboard directly through the Wealth Spectrum investor portal, or submit a mandate to speak with our team.
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