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Coloma Capital Futures

Coloma Capital Futures


Who We Are

David Burkart, CFA, founded CCF in June 2009 and brought over eight years of portfolio management, research and client relationship experience from Barclays Global Investors where he created and managed institutional and exchange-traded commodities products and separate accounts.  In addition to building an $800 million institutional commodities business from the ground up, he was instrumental in leading BGI’s $9 billion commodities iShares efforts.  He graduated from the Wharton School of Business with his MBA in finance, holds an MA from the University of Virginia in foreign affairs and received his BA in economics from the University of California at Santa Barbara. Mr. Burkart is a Chartered Financial Analyst (CFA) charterholder and on behalf of CFA Institute, Mr. Burkart has lectured on commodities investing in Asia, North America, Europe and the Middle East.

What We Do

The firm manages two strategies.  The first invests in commodities futures and options contracts representing various “hard assets” such as crude oil, gold, wheat, copper and lean hogs.  The second trades volatility (VIX) contracts with a market hedge.  The overarching investment themes are relative value spread trading and directional positioning.  Trend-following and similar “black box” methods are not part of the philosophy. Instead, alpha opportunities are dissected using quantitative measures and fundamental aspects while considering both risk and return.

Our Edge

By working with this firm, investors receive exposure to these unique characteristics:

  • Fundamental-based investment process vetted by statistical analysis and discretionary experience
  • Emphasis on relative-value spread trading with limited directional positioning
    Pure asset class exposure – either commodities or volatility
  • Direct access to an experienced and knowledgeable manager
  • Five-year commodities strategy track record (incp. 8/1/10) and three-year volatility (VIX) track record (incp. 5/1/13) with low correlation to standard indices and other managers.  Low margin requirements in commodities strategy.

Commodities Spread Strategy:

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Hedged Volatility Strategy:

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Past performance is not necessarily indicative of future results. Trading commodity futures, options, and foreign exchange ("forex") involves substantial risk of loss and is not suitable for all investors. In no way is the advisor of the month a direct recommendation of aiSource or any of its affiliates. Please carefully review the disclosure documents and any other promotional material prior to investing with any program. Managed accounts and/or managed futures are very risky and may not be suitable for all investors. Please consult with a Managed Futures specialists prior to investing.