01.
Investment Strategy
The Magma Fund leverages a systematic strategy designed to respond to volatility by tactically allocating capital between asset classes.
The Fund strives to produce above average returns over the long term, regardless of economic environment, while limiting downside capture.
When volatility is low, Magma’s portfolio is primarily invested in the S&P 500, the Dow industrials, and the NASDAQ indices.
As volatility rises, equity exposure is balanced with US government backed Treasuries, which have historically exhibited lower returns and volatility relative to stocks. In a high volatility environment, the model shifts capital to both the 10-year and 30-year Treasury and shorts equity indices.
See how volatility is brilliant.
02.
Service Providers
Outsourced CCO/CFO
Pine Advisor
Solutions
Auditor
Richie May & Co
Administrator
Opus Fund Services
Prime Broker
Interactive Brokers
Counsel
Fox Swibel
Retirement Trust
Midland IRA
Bank
Wintrust
IT Services
Coretelligent
04.