Michael Schoonover, COO & Portfolio Manager

Michael Schoonover is Chief Operating Officer of Catalyst Capital Advisors LLC, Catalyst International Advisors LLC and Rational Advisors, Inc. He is an experienced financial professional having worked in various portfolio management, operations management, and trust officer roles. He serves in various executive roles for U.S. registered investment advisers and marketing and consulting companies in the investment management industry. He is President of Mutual Fund Series Trust, President of Mutual Fund & Variable Insurance Trust, and President of Strategy Shares. Mr. Schoonover has a Bachelor of Science degree in biochemistry from the University of Michigan and a Master of Business Administration degree with high distinction from the University of Michigan.
Economic Insights

Chart of the Week: is the Stock Market Getting Ahead of Itself?

Michael Schoonover, COO & Portfolio Manager -
In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
Research

Structure Your Portfolio to Play Defense in an Effort to Outperform the Market

Michael Schoonover, COO & Portfolio Manager -
A good investment strategy is a lot like a championship-winning sports team: you need a great offense and a great defense. With investing, the concept of defense can often be complicated. Just look at the 60/40 portfolio (60% stocks and 40% bonds), which many investors relied upon for decades as an offense/defense strategy. The uncomfortable truth arose last year as investors had to be reminded that there is no inherent relationship that requires bonds to go up when stocks go down. In fact, we are in the type of environment where it is likely that both can go down at the same time.
Research

Why Allocate at Least 20% to a Strategy Designed to Play Both Offense and Defense

Michael Schoonover, COO & Portfolio Manager -
Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in both bear and bull markets by playing both offense and defense in the same portfolio.
Research

Why Allocate at Least 20% to a Strategy Designed to Play Both Offense and Defense

Michael Schoonover, COO & Portfolio Manager -
Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in both bear and bull markets by playing both offense and defense in the same portfolio.
Research

Four Reasons Why You Should Allocate At Least 20% To A Strategy Designed To Play Both Offense And Defense

Michael Schoonover, COO & Portfolio Manager -
If your investment portfolio feels derailed this year, you are not alone. Few investments are holding up well. For 2022 year-to-date, stocks are in bear market territory and bonds are close. Even the historically safer 60/40 stock/bond portfolio is close to bear market territory.
Research

Four Reasons Why You Should Allocate At Least 20% To A Strategy Designed To Play Both Offense And Defense

Michael Schoonover, COO & Portfolio Manager -
If your investment portfolio feels derailed this year, you are not alone. Few investments are holding up well. For 2022 year-to-date, stocks are in bear market territory and bonds are close. Even the historically safer 60/40 stock/bond portfolio is close to bear market territory.
Market Trends & Outlook

Why 50/30/20 Makes More Sense Than 60/40 For This Market Environment

Michael Schoonover, COO & Portfolio Manager -
In an environment set up to be a lost decade for many traditional asset classes, a potentially compelling option is moving from a 60/40 to a 50/30/20 portfolio allocation model to integrate a fund like the Catalyst/Millburn Hedge Strategy Fund (MBXIX), which has generated positive returns in both bull and bear markets.
Investment Strategy Insights

Another Bear Market, Another Positive Return For This Fund

Michael Schoonover, COO & Portfolio Manager -
2022 seems to be setting the stage for the 2020’s to be a lost decade–a decade where an asset class generates negative returns–for both stocks and bonds. A lost decade can derail an investor’s long-term financial goals. But today we’ll explain why not all hope should be lost on investors.
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