Invest with CARL - CARL’s Fuji Investment Strategy with Masao Matsuda and George Egan

In this episode, CARL’s Jamie Uppenberg speaks with George Egan and Masao Matsuda, investment managers for the Fuji strategy now available on the CARL app. 

Fuji is an outcome-oriented investment fund. Copernicus Investment and Risk Advisors uses the proprietary Dynamic Factor Portfolio (DFP) strategy developed by Masao Matsuda, PhD and FRM as a result of his decades of research as a Financial Risk Manager (FRM) at Nikko Securities and beyond. The strategy is predictive of equity market volatility, which is used as a basis to build a portfolio of quant index strategies used by institutional investors that meet a targeted risk (loss of money) levels and achieve the highest risk adjusted returns under certain equity volatility conditions. Importantly, the strategy uses only a fraction of the Fund assets to effect the proper exposure, allowing us to allocate the majority of cash to other assets. For Fuji we have identified two yield bearing, negatively correlated to DFP REITS to substantially increase returns while providing current income and further reducing risk to the portfolio.

More info about Fuji: https://investwithcarl.com/investment-strategies/fuji 

Episode Highlights:

0:00 - Intro

2:11 - Overview of the strategy and what has made it so successful 

6:02 - Making sophisticated investments more accessible 

7:46 - What makes the Fuji strategy successful

12:32 - Risk management 

21:27 - Putting your money to work 

24:29 - Understanding Fuji as an investor 

26:25 - Final thoughts 

About the Guests

Copernicus Investment and Risk Advisors was co-founded by Masao Matsuda, PhD., FRM and George Egan, CAIA.

Dr. Masao earned a Ph.D. degree in International Political Economy from The Claremont Graduate University in California. Masao also holds professional designations as a Financial Risk Manager (FRM), as well as a Chartered Alternative Investment Analyst (CAIA). Masao worked as head of various US entities of Nikko Securities Co., Ltd. Masao also served as Global Head and CIO of the World Series business of Nikko Asset Management (Nikko AM), a division that generated the largest amount of revenues for Nikko AM at that time. Masao has extensive experience in developing quantitative models for asset allocation and has worked with many well-known academics including William F. Sharpe, a 1990 Nobel Laureate in Economic Sciences. Masao has been active in both professional communities and has contributed a number of articles in Alternative Investment Analyst Review, as well as in All About Alpha, both published by the CAIA Association. For the past 13 years, created test items for FRM examinations, and acted as a formal reviewer of 8 chapters of the FRM’s 2020 textbooks in "Financial Markets and Products" and "Valuation and Risk Models."

George Egan graduated with a B.S. degree from Georgetown University and for over 20 years worked on and managed trading desks for banks including Morgan Stanley and later managed a hedge fund at Morgan Stanley. George was CIO at Spencer Trask and Chief Investment Strategist for the $1 billion Illinois 529 plan. George also operated a Fund of Funds allocating among a group of hedge Funds.

Links & Resources 

Get started with CARL https://investwithcarl.com/talk-to-carl 

Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  

Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 

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Alternative investments for the digital age! 

Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. 

Learn more https://investwithcarl.com/index.php 

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