Strategy Highlights
Minimize frequency and size of drawdowns
We begin with a measured risk profile and then seek to maximize returns within that constraint.
Proprietary Research
As our proprietary DFP strategy requires only 10% of invested capital to employ, we are able to further enhance returns and reduce risk by allocating the other 90% of assets to other low risk strategies.
Diversification
Our hybrid strategy allows investors to access other funds with high minimums.
This Is Why Fuji Is the Right Strategy for You
Fuji is a hybrid Fund of Funds. The Manager employs the Dynamic Factor Portfolio Strategy (DFP) developed by our Co-Founder, Masao Matsuda, PhD, and Financial Risk Manager (FRM), who was Global Head and CIO of Asset Allocation Products at Nikko Asset Management. The DFP strategy is predictive of equity market volatility, which informs the dynamic allocation among a group of Quantitative Investment Strategies (QIS) that tend to perform well in the predicted volatility regime. The allocation process begins by targeting acceptable risk levels and then achieving the highest returns within that risk profile. These quantitative indices are used by large institutions like insurance companies. Importantly, the strategy uses only a fraction of the Fund assets to achieve the proper exposure, allowing Fuji to allocate to other strategies to enhance returns further and reduce the risk of loss. For Fuji, we have identified a long/short ETF, “CLSE,” which has a long and admirable track record. The combination meets our goals of 20%+ returns and shallow, infrequent, and short drawdowns.
Hedge Fund Manager
Fuji is Managed by Copernicus Investment and Risk Advisors
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.
“A new way to look at investing”
George Egan
Hedge Fund Manager @ CARL FUJI, LLC
Sophisticated Alternative Investments Aren’t Just for Institutions Anymore
Get Started
3 Easy Steps to Invest in Our Fuji Strategy
Investing in our Teton hedge fund strategy is pretty simple: just create an account, add the strategy to your portfolio and on the next funding cycle you're in.
Set Up Your Account
Quickly and securely create your account, verify your investor status and become a member of our community.
Analyze Investments
Search for offerings that fit your risk and return criteria, create model portfolios, and use the CARL tools to help you identify the best investments for you.
Fund Your Investment
Simply choose an account type, fund your investment, and follow your investment portfolio on CARL.
What Investors Say About CARL
"I didn’t know investments like this existed before finding CARL, and I guess they didn’t for regular investors until now. It provides so many more options, I can now manage my own hedge fund portfolio, diversify my investments and I have the potential to earn a return regardless of market direction."
Chris
CFO, Michigan
Our Strategies
Besides Fuji We Also Offer Other Types of Strategies
Combining flexibility and versatility, quant hedge funds are the perfect opportunity to cover all your bases. By exposing your portfolio to non-traditional asset classes besides traditional revenue areas like the stock market or real estate, you can gain lucrative benefits, especially in volatile markets. Whether you have years of experience as an investor or you're looking for new investment opportunities – CARL is your ticket to investment success.
Fitz Roy
Fitz Roy's primary objective is to generate superior returns while minimizing risk. The Fund seeks to achieve its objective by taking advantage of a proprietary investment product designed to identify short-term investment opportunities in portfolio holdings.
El Capitan
El Capitan's fundamental philosophy is based on the selection of global markets with the greatest inflow of capital at the present time. The strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital.
MB Commodities Capital
MBCC uses forward looking cross asset arbitrage models to pick up on future demand trends that are yet to be priced into the Equity and Commodity market based on any economic cycle.
Teton
Cayler Capital LLC (CCL) is a systematic energy program that seeks to deliver growth, diversification, and preserve capital in the oil market via systematic discipline with fundamental analysis. CCL is focused on trading futures and options in the WTI, Brent, Gasoline, and Heating Oil markets.
Still Need Help?
If you have any further questions about hedge fund investing opportunities, our Teton strategy or about CARL in general, please do not hesitate to contact us.