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Craig Everett

Zuma Bay Capital launches volatility-based alternative investment fund

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Zuma Bay Capital, a California registered investment advisor (RIA), has launched the Zuma Bay Volatility Fund, which aims to deliver consistent market-neutral returns with limited downside exposure.

The fund utilises a strategy that trades S&P 500 volatility (ie VIX) derivatives, namely VIX ETFs/ETNs and vertical spreads on their related options. The manager implements a proprietary quantitative model using market data and macroeconomic inputs to forecast changes in the VIX in order to optimise trade timing and limit downside risk.
 
“We are very excited about the launch of this fund. It utilises a volatility trading strategy that we developed for our private advisory clients and has thus far delivered very impressive returns to those clients,” says Dr Craig R Everett, founder of Zuma Bay Capital. “We now look forward to using this same strategy to deliver stable market-neutral returns to our new hedge fund investors as well.”
 
The fund was developed and is managed by Everett, a finance professor in the MBA program at Pepperdine University’s Graziadio School of Business and Management.
 

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