Tech-Enhanced. Human-Driven.
A multi-strategy investment platform combining event-driven, long only/corporate engagement, and quantitative investment strategies. Each engine is distinct, unified through a tech-enabled framework that adapts to market complexity.
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AI-powered fund intelligence · Always on
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TSE · KRX · HKEX · ASX · Yahoo Finance
Event-Driven / Risk Arbitrage
Equity Long Only
Corporate Engagement
QIS / Deep Learning
Historical Return P.A.
+54.0%
+51.4% excess return p.a. since 2022
*Predecessor Abundia LLC · Unaudited
Actual Sharpe Ratio
1.11
High risk-adjusted returns
Assets Under Management
JPY 2.0bn
Gross AUM as of FY2025
Active Signals Today
3
of 15 pairs monitored
Founded
2025
BVI · Managed from HK SAR
Live Signal Universe — APAC Pair Trading · QIS / Deep Learning Engine
Quantitative signals screened by model · Validated by Investment Committee before execution
| Pair | Region | Strategy | Return | Sharpe | Max DD | Win% | Grade | IC Signal | Z-Score |
|---|---|---|---|---|---|---|---|---|---|
Samsung / SK Hynix 005930.KS / 000660.KS | Korea | QIS | -7.7% | 2.14 | -6.2% | 71.4% | C | — | +1.05σ |
Toyota / Honda 7203.T / 7267.T | Japan | QIS | +31.2% | 1.84 | -7.1% | 68.8% | A | ⚡ LONG | -1.7σ |
Toyota / Hyundai 7203.T / 005380.KS | Cross | Event | -7.7% | 1.67 | -9.3% | 65.2% | B | — | -1.27σ |
MUFG / SMFG 8306.T / 8316.T | Japan | Engagement | +22.7% | 1.35 | -11.2% | 62.5% | B | — | -0.8σ |
Sony / Panasonic 6758.T / 6752.T | Japan | Long Only | -10.2% | 1.21 | -12.4% | 60.0% | B | — | -1.24σ |
CommBank / Westpac CBA.AX / WBC.AX | Australia | QIS | +16.9% | 1.18 | -10.8% | 58.3% | B | — | +1.1σ |
Alibaba / Tencent 9988.HK / 0700.HK | HK | QIS | +11.3% | 0.92 | -18.7% | 52.9% | C | — | +0.6σ |
"We are building not just a fund, but a platform, a community, and a legacy."
— Yusuke McKenzie, Founder & CIO
AI Analyst — IC Pre-Screen Memo
AI-Enhanced · Human-Validated
QIS / DEEP LEARNING ENGINE
Toyota / Honda
Signal quality is strong. The spread shows mean-reverting behaviour consistent with structural cointegration. Z-score of -1.7σ represents a statistically significant entry. TSE P/B reform pressure provides supportive macro backdrop. LSTM forecast indicates convergence within 8-12 trading days.
✓ Approve to Watch
Grade A · Sharpe 1.84
Paper Trade Log
Samsung / SK Hynix
Toyota / Honda
MUFG / SMFG
+$1,240
Sony / Panasonic
+$880
Risk Metrics — VaR Framework · Updated Daily
Portfolio VaR (1d, 99%)
2.1%
Cap: 5% NAV
Gross Exposure
187%
Within mandate
Japan Exposure
64%
Core market
Win Rate YTD
68.4%
12 closed trades
Sharpe Ratio
1.11
Ann. 2022–2024
Max Drawdown
-8.4%
Peak to trough
AI Monthly Research Reports
March 2026 — Monthly ReviewAI Generated
Strong signal velocity across Japan pairs. TSE reforms driving elevated corporate action. LSTM models showing +0.82 IC on spread forecasts. Three Grade A signals identified. Event-driven pipeline healthy with 4 active M&A situations.
↓ Download Full PDF Report →
February 2026 — Monthly ReviewAI Generated
Korea Value-Up policy driving KRX volatility. Samsung/SK Hynix spread widening beyond 2σ norms. Engagement strategy update: TSE P/B <1x mandate creating constructive dialogue opportunities.
↓ Download Full PDF Report →
Trusted Partners & Providers
Lazarus Capital Partners
Interactive Brokers (HK)
Alaric Securities
NAV Fund Services
Wells Global Asset Management
Republic Bank BVI
Full Trade Log — Paper Forward Test · All Positions
| Date | Pair | Direction | Z-Score | Size | Status | P&L | IC Approved |
|---|---|---|---|---|---|---|---|
| 09 Apr 2026 | Samsung / SK Hynix | SHORT SPREAD | +1.9σ | $50,000 | ● Open | — | ✓ Yes |
| 08 Apr 2026 | Toyota / Honda | LONG SPREAD | -1.7σ | $50,000 | ● Open | — | ✓ Yes |
| 02 Apr 2026 | MUFG / SMFG | LONG SPREAD | -1.5σ | $50,000 | Closed | +$1,240 | ✓ Yes |
| 28 Mar 2026 | Sony / Panasonic | SHORT SPREAD | +1.6σ | $50,000 | Closed | +$880 | ✓ Yes |
| 21 Mar 2026 | Hyundai / Kia | LONG SPREAD | -1.8σ | $50,000 | Closed | -$420 | ✓ Yes |
| 14 Mar 2026 | Toyota / Hyundai | LONG SPREAD | -1.6σ | $50,000 | Closed | +$1,640 | ✓ Yes |
Total Closed P&L
+$3,340
Win Rate
68.4%
Avg Trade Size
$50,000
IC Approval Rate
100%
VaR Framework — Portfolio Risk · Updated Daily
Portfolio VaR (1d, 99%)
2.1%
Hard cap: 5% NAV · Well within limit
Gross Exposure
187%
Within mandate parameters
Japan Exposure
64%
Core market · APAC focus
Korea Exposure
18%
KRX Value-Up focus
Sharpe Ratio
1.11
*Annualised 2022–2024
Max Drawdown
-8.4%
Peak to trough
Limit Framework
Portfolio VaR Cap5% NAV
Breaches trigger mandatory IC escalation and de-risking
Redemption Gate50% NAV
Maximum redemption per dealing day
Hurdle RateFed Funds Rate
Performance fee charged only above risk-free rate
AUM Cap (Incubator)USD 20M
BVI Incubator Fund limit · Converts to private fund at maturity
AI Monthly Research Reports — Auto-Generated by Claude · Reviewed by CIO
March 2026 — Monthly Strategy ReviewAI Generated
Strong signal velocity across Japan pairs. TSE governance reforms driving elevated corporate action. LSTM models showing +0.82 IC on spread forecasts. Three Grade A signals identified across Japan and Korea cross-regional pairs. Event-driven pipeline healthy with 4 active M&A situations. VaR held at 2.1% throughout the month.
↓ Download Full PDF Report →
February 2026 — Monthly Strategy ReviewAI Generated
Korea Value-Up policy driving KRX volatility. Samsung/SK Hynix spread widening beyond 2σ historical norms. Engagement strategy update: TSE P/B <1x mandate creating constructive dialogue opportunities with 3 portfolio companies. Win rate improved to 68.4%.
↓ Download Full PDF Report →
January 2026 — Inception ReportAI Generated
Fund inception month. Backtest validation completed across all 15 pairs. Forward testing initiated. Initial paper trades executed on 3 high-conviction Grade A signals. WGAM partnership formalised. NAV Fund Services onboarded as independent administrator.
↓ Download Full PDF Report →
IC Memo Archive — 47 Memos · Full Audit Trail
${['Toyota / Honda — APPROVE TO WATCH — 10 Apr 2026','Samsung / SK Hynix — APPROVE TO WATCH — 09 Apr 2026','Toyota / Hyundai — APPROVE TO WATCH — 08 Apr 2026','MUFG / SMFG — MONITOR — 01 Apr 2026','Sony / Panasonic — MONITOR — 28 Mar 2026','CommBank / Westpac — MONITOR — 25 Mar 2026','Hyundai / Kia — APPROVE TO WATCH — 21 Mar 2026','HSBC / StanChart — REJECT — 18 Mar 2026'].map((m,i)=>{
const [pair,verdict,date] = m.split(' — ');
const col = verdict==='APPROVE TO WATCH'?'#22c55e':verdict==='MONITOR'?'#f59e0b':'#ef4444';
return `
`;
}).join('')}
${pair}
${date} · AI Pre-Screen · IC Validated
${verdict}
↓ PDF
Fund Documents — Restricted Access
${[
{name:'Private Placement Memorandum (PPM)',date:'Jan 2026',type:'Legal'},
{name:'Subscription Agreement',date:'Jan 2026',type:'Legal'},
{name:'Investment Management Agreement — WGAM',date:'Jan 2026',type:'Legal'},
{name:'Fund Constitution — BVI',date:'Apr 2025',type:'Regulatory'},
{name:'NAV Fund Services Agreement',date:'Jan 2026',type:'Operations'},
{name:'Q1 2026 NAV Statement',date:'Apr 2026',type:'Reporting'},
{name:'BVI FSC Certification — SIBR/IFAF/25/0747',date:'Apr 2025',type:'Regulatory'},
].map(d=>`
↓ Request
`).join('')}
${d.name}
${d.date} · ${d.type}
For document access or queries contact contact@abundiainvestments.com or visit abundiainvestments.com