Zuma Bay Capital Launches Volatility-Based Alternative Investment Fund

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Zuma Bay Volatility Fund uses hedged S&P 500 volatility (VIX) to deliver market-neutral returns.

We are very excited about the launch of this fund. It utilizes a volatility trading strategy that we developed for our private advisory clients and has thus far delivered very impressive returns to those clients.

Zuma Bay Capital, LLC, a California registered investment advisor (RIA), has launched the Zuma Bay Volatility Fund. The objective of the Fund is to deliver consistent market-neutral returns with limited downside exposure. To accomplish this the fund utilizes a strategy that trades S&P 500 volatility (i.e. 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 optimize trade timing and limit downside risk.

“We are very excited about the launch of this fund. It utilizes a volatility trading strategy that we developed for our private advisory clients and has thus far delivered very impressive returns to those clients,” said 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 Craig R. Everett, PhD, a finance professor in the MBA program at Pepperdine University’s Graziadio School of Business and Management. Dr. Everett received his PhD in Finance from Purdue University and his bachelor’s degree in Quantitative Economics from Tufts University.

The Zuma Bay Volatility Fund is available to investors that are both accredited investors and qualified clients.

Important Disclosures

Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. Past returns do not necessarily predict future results. For more information or to obtain a current prospectus, please contact info(at)zumabaycapital(dot)com.

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Craig R. Everett, PhD
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