Institutional Platform — Regime-Aware Research

The RALO Framework
across every mandate.

One regime-aware sizing and signal architecture deployed across liquid equities, fixed income, global macro, emerging markets and private markets — engineered for institutional allocators.

Catalyst Partners deploys a single research architecture across every asset class it covers — liquid equities, fixed income, global macro, emerging markets and private markets.

18
Strategies / programs displayed
½ Kelly
House sizing convention where applicable
2016–26
Primary verified backtest window currently emphasized
08 Sep 2026
Information / verification date
The Framework

One research engine. Three disciplines.

01 — RESEARCH ENGINE

Hawkes & Regimes

Hawkes-process microstructure research and Markov regime classification are research inputs; deployment status varies by strategy.

02 — VALIDATION

Perceive–Reason–Act–Observe

Perceive–reason–act–observe workflow, with IC/ICIR, signal half-life and out-of-sample gating before capital deployment.

03 — DATA DISCIPLINE

Realized vs. Modeled

Historical, modeled, scenario and forward-target statistics are explicitly separated; synthetic or forecast data are not presented as realized track records.

PUBLICATION-CONTROL VERSION

This revision reconciles the strategy count, removes unsupported “live” implications where evidence is not established, separates realized/model/scenario/target statistics, and updates the Vietnam and Malaysia index-event language.

Liquid Public Equities

7 STRATEGIES

The core liquid shelf — regional long-only mandates and specialist sleeves using the RALO composite research architecture.

RALO USRALO-US
Core domestic sleeve of the RALO liquid family.Platform
2006–26
research window
10.95%‡
CAGR
0.53‡
Sharpe
RALO Global ex-USRALO-XUS
Developed and emerging markets outside the US on the shared RALO composite framework.Platform
2006–26
research window
9.09%‡
CAGR
0.43‡
Sharpe
RALO EuropeRALO-EU
European regional mandate within the RALO liquid strategy family.Backtest
2006–26
research window
13.8%
CAGR
0.78
Sharpe
RALO ChinaRALO-CN
Dedicated China mandate within the RALO liquid strategy family.Platform
2006–26
research window
6.70%‡
CAGR
0.23‡
Sharpe
RALO Mid-CapRALO-MC
20-name SMID crossover scored on Quality / Value / Momentum / Low-Vol, with position and sector caps and monthly rebalancing. The published statistic is a mixed realized/consensus-EPS-proxy model, not a pure historical backtest.Modeled
FY16–27E
model horizon
15.75%‡
CAGR
0.56‡
Sharpe
RALO Global — Power & AI ElectrificationRALO-GL / PWR-AI
15–25-name thematic sleeve spanning generation, regulated utilities, transmission, midstream and turbine OEMs, with hedges and drift-based rebalancing.Thematic
2026–40
outlook horizon
15.09%‡
CAGR
0.55‡
Sharpe
Catalyst Quantum StrategyRALO-Q
Core-satellite quantum computing strategy using a 20-name universe, composite scoring and half-Kelly satellite sizing. The displayed performance is a synthetic factor-model construct.Synthetic model
Sep21–Aug26
model window
28.4%‡
CAGR
1.33‡
Sharpe

Fixed Income

2 STRATEGIES

Credit, duration and global-rates strategies designed for institutional portfolio construction.

RALO-IG Plus (TPA Edition)RALO-IGP
Three sleeves — factor IG credit, inflation-regime duration overlay and tactical crossover credit — with a modular workbook and comparator framework.Research / workbook
6
comparators
5.83%‡
CAGR
0.38‡
Sharpe
Global Fixed Income StrategyGL-FI
Global rates portfolio with UST, JGB, Bund and Gilts sleeves, cash/dollar diversification and scenario-driven country overrides. The expected return shown is a scenario output, not realized performance.Scenario model
+36.1%
5-yr scenario cumulative
6–8%†
CAGR
0.46‡
Sharpe

Global Macro

2 STRATEGIES

Cross-asset systematic macro, structured as both a standalone overlay and a regime-classified long/short strategy.

Catalyst Global Macro StrategyCGM
Four-sleeve overlay: rates 34%, currencies 24%, commodities 22%, equity indices 20%.Backtest / model
8.5% / −7.1%
vol / max DD
10.3%
CAGR
0.60
Sharpe
RALO Global MacroRALO-GM
Cross-asset long/short structure using four macro regimes and five signal modules.Forward target
4
regimes
13–14%*
CAGR
0.85–0.95*
Sharpe

Emerging Markets & Index Events

2 STRATEGIES

Country-level mandates centered on observable benchmark events, where index mechanics and forced flows can create defined catalysts.

Vietnam Real Estate Equity StrategyVN-RE
Eight-stock long-only strategy focused on Vietnam’s confirmed FTSE Russell reclassification from Frontier to Secondary Emerging status, effective at the open on 21 September 2026. The final eligible constituent set and realized flow impact should be treated as event-dependent; the prior $6–8B flow figure is removed from the public page until the underlying calculation is documented.Event-driven
21 Sep 2026
FTSE effective date
17.25%
2-yr scenario
9.5%†
CAGR scenario
Malaysia Strategy — KLCI ExpansionMY-KLCI
Top-10-forward ranking strategy around the confirmed expansion of the FBM KLCI from 30 to 50 constituents. Implementation begins 21 December 2026; the second phase is scheduled for June 2027. ViTrox remains a research exception rather than a general relaxation of the RALO asset-life screen.Event-driven
30 → 50
index constituents
10.13%‡
CAGR
0.50‡
Sharpe

Regional Research

1 PROGRAM

Institutional research that grounds regional mandates in structural, cross-asset and market-microstructure context.

RALO APACRALO-APAC
Institutional working paper covering multi-market structural tailwinds and cross-asset relationships. The prior regional backtest work indicates 15.2% CAGR and 0.83 Sharpe; those figures should be tied to the finalized workbook/data version before being labeled as verified track record.Research / backtest
12pp
working paper
15.2%‡
CAGR
0.83‡
Sharpe

Private Markets

4 STRATEGIES

Private-markets underwriting translated from the RALO real-asset framework, plus opportunistic and systematic event strategies.

RALO Private Equity — Power & Critical InfrastructureRALO-PE
Control-oriented infrastructure PE across generation, conversion and transmission/interconnect assets, targeting construction-to-operation value creation and long-duration-buyer exits.Forward target
18–22%*
target gross IRR
2.5–3.0x*
target MOIC
1.30‡
Sharpe
PE OpportunitiesPE-OPP
Opportunistic private equity mandate with dedicated investment materials.In development
pitch materials
14.14%‡
CAGR
0.77‡
Sharpe
Credit OpportunitiesCR-OPP
Opportunistic private credit mandate with dedicated investment materials.In development
pitch materials
9.78%‡
CAGR
0.87‡
Sharpe
Index Rebalancing StrategyIDX-RB
Systematic strategy designed to harvest index reconstitution and rebalancing flows, subject to transaction-cost and capacity validation.Backtest / research
backtest pending
8.71%‡
CAGR
0.64‡
Sharpe
Catalyst Partners — CatalystLP.com
RALO Framework · Publication-control revision · 08 Sep 2026