Abundia Investment
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Tech-Enhanced. Human-Driven.
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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.
A
Open Abi — IC Pre-Screen & Signal Analysis
Quantamental analyst · Always on
● LSTM Model Output · Forward Test · 20 Apr 2026
Forward Test · Pending Kei LSTM sync
TSE · KRX · HKEX · ASX · Kei LSTM v1.0
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
2
Grade A · IC review required
Founded
2025
BVI · Managed from HK SAR
LSTM Signal Universe — APAC Pair Trading · QIS / Deep Learning Engine
Model output: Kei LSTM v1.0 · 20 Apr 2026 · IC validation required before execution
PairRegionStrategySharpeWin%GradeIC SignalZ-ScoreConvergenceConfidence
Toyota / Honda
7203.T / 7267.T
Japan QIS 1.84 68.8% A ⚡ LONG -1.91σ
8–12 days
↗ tightening
87%
Samsung / SK Hynix
005930.KS / 000660.KS
Korea QIS 2.14 71.4% A ⚡ SHORT +1.93σ
10–15 days
↘ widening risk
82%
CommBank / Westpac
CBA.AX / WBC.AX
Australia QIS 1.18 58.3% B +1.38σ
Approaching
watch ±1.5σ
61%
Toyota / Hyundai
7203.T / 005380.KS
Cross Event 1.67 65.2% B -1.27σ
No forecast
FX basis risk
48%
MUFG / SMFG
8306.T / 8316.T
Japan Engagement 1.35 62.5% B -0.82σ
Monitor
BOJ sensitive
44%
Sony / Panasonic
6758.T / 6752.T
Japan Long Only 1.21 60.0% C -1.24σ
Weak signal
struct. diverging
38%
Alibaba / Tencent
9988.HK / 0700.HK
HK QIS 0.92 52.9% C +0.61σ
No signal
reg. risk high
29%
"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 / LSTM MODEL OUTPUT · KEI v1.0
Toyota / Honda
7203.T / 7267.T · Japan · Autos · 20 Apr 2026
LSTM sequence model flagging spread dislocation at -1.91σ — above entry threshold. Honda leg underperforming Toyota on JPY sensitivity differential. Model forecasts spread convergence in 8–12 trading days with 87% confidence. TSE P/B reform pressure and BOJ rate normalisation provide supportive fundamental backdrop. IC decay analysis stable across 60-day lookback window. Regressed-PCA cross-sectional screen confirms no factor loading mismatch.
✓ Recommend to IC Grade A · Confidence 87%
Paper Trade Log
Samsung / SK Hynix
09 Apr · SHORT · Z=+1.9σ · $50,000
● Open
Toyota / Honda
08 Apr · LONG · Z=-1.7σ · $50,000
● Open
MUFG / SMFG
02 Apr · LONG · Closed
+$1,240
Sony / Panasonic
28 Mar · SHORT · Closed
+$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
DatePairDirectionZ-ScoreSizeStatusP&LIC 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$50,000Closed+$1,240✓ Yes
28 Mar 2026
Sony / Panasonic
SHORT SPREAD+1.6σ$50,000Closed+$880✓ Yes
21 Mar 2026
Hyundai / Kia
LONG SPREAD-1.8σ$50,000Closed-$420✓ Yes
14 Mar 2026
Toyota / Hyundai
LONG SPREAD-1.6σ$50,000Closed+$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
10 Apr 2026 · AI Pre-Screen · IC Validated
APPROVE TO WATCH↓ PDF
Samsung / SK Hynix
09 Apr 2026 · AI Pre-Screen · IC Validated
APPROVE TO WATCH↓ PDF
Toyota / Hyundai
08 Apr 2026 · AI Pre-Screen · IC Validated
APPROVE TO WATCH↓ PDF
MUFG / SMFG
01 Apr 2026 · AI Pre-Screen · IC Validated
MONITOR↓ PDF
Sony / Panasonic
28 Mar 2026 · AI Pre-Screen · IC Validated
MONITOR↓ PDF
CommBank / Westpac
25 Mar 2026 · AI Pre-Screen · IC Validated
MONITOR↓ PDF
Hyundai / Kia
21 Mar 2026 · AI Pre-Screen · IC Validated
APPROVE TO WATCH↓ PDF
HSBC / StanChart
18 Mar 2026 · AI Pre-Screen · IC Validated
REJECT↓ PDF
Fund Documents — Restricted Access
Private Placement Memorandum (PPM)
Jan 2026 · Legal
↓ Request
Subscription Agreement
Jan 2026 · Legal
↓ Request
Investment Management Agreement — WGAM
Jan 2026 · Legal
↓ Request
Fund Constitution — BVI
Apr 2025 · Regulatory
↓ Request
NAV Fund Services Agreement
Jan 2026 · Operations
↓ Request
Q1 2026 NAV Statement
Apr 2026 · Reporting
↓ Request
BVI FSC Certification — SIBR/IFAF/25/0747
Apr 2025 · Regulatory
↓ Request
For document access or queries contact contact@abundiainvestments.com or visit abundiainvestments.com