About Magma

Investment Approach & Philosophy

Magma Total Return 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.

Responding as Volatility increases & Decreases

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

Service Providers

Brant Pallasch,
Junonia Partners

Outsourced CFO

Richie May & Co

Auditor

Opus Fund Services

Administrator

Interactive Brokers

Prime Broker

Capital Fund Law Group

Counsel

Midland IRA

Retirement Trust

Wintrust

Bank

multi-color streamer

Interested in the art of reframing risk? Learn what Magma Capital can do for your portfolio.

CONTACT MAGMA