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Area provides real insights, without the data overload.
We utilize Modern Portfolio Theory to construct a Target Portfolio that seeks to maximize risk-adjusted returns through optimal diversification.
While sub-strategies may share collateral for portfolio margin efficiency, each strategy is independently managed with its own risk and return profile.
Our investment process is anchored in hypothesis-driven research, combining macroeconomic insights, factor models, and financial analytics to design systematic strategies.
In addition to traditional financial analysis, we leverage proprietary AI and financial technology tools to enhance our research efficiency via automation and decision-making precision.
2025
JPY 1.2B
+54.0% pa*
1.11*
A Portfolio Construction Framework helps investors by providing a structured approach to building a diversified investment portfolio. It aims to optimize risk and return, ensuring that investments are aligned with individual goals and risk tolerance. By utilizing strategies like Modern Portfolio Theory, investors can achieve better risk-adjusted returns and make informed decisions based on their unique financial situations.
A Portfolio Construction Framework is a strategic blueprint used to design, implement, and manage investment portfolios in a consistent and disciplined manner. It defines how assets are selected, weighted, and adjusted over time, considering investor goals, risk tolerance, and market conditions. This framework ensures that investment decisions are aligned with long-term objectives and supported by a structured methodology.
The core elements typically include investment objectives, asset allocation, diversification, time horizon, liquidity needs, and risk tolerance. Additionally, it incorporates guidelines for portfolio rebalancing, performance monitoring, and tactical adjustments. These components help ensure the portfolio remains resilient, adaptable, and aligned with the investor’s evolving financial needs.
Building a Portfolio Construction Framework begins with defining clear investment objectives and assessing the investor’s risk profile. Next, suitable asset classes are selected and strategically allocated to reflect those goals. The process includes setting diversification guidelines, establishing monitoring tools, and determining rebalancing rules. Continuous evaluation and refinement help the framework remain effective over time.
Risk management is a foundational element of the framework, aiming to protect capital while enabling growth. It involves identifying potential risks—such as market, credit, or liquidity risk—and implementing strategies to mitigate them through diversification, position sizing, and scenario analysis. A robust risk management approach ensures that the portfolio stays aligned with its intended risk-return profile across market cycles.
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With 100% of the capital initially funded from my own resources, Abundia began as a proprietary family office. While we are still in the early stages of our evolution, our aim is to grow into a globally integrated hedge fund that combines traditional investment discipline with modern technological capabilities. We are building a platform that leverages AI-assisted analysis, research automation, and systematic screening/investing to identify inefficiencies across asset classes. This is not about replacing human judgment with automation, but about using technology to sharpen insight and empower better investment decisions.
Investing, to me, is not merely a pursuit of returns, it is also a responsibility. It is an act of stewardship that demands both financial discipline, a long-term commitment to improving the world around us, and at the same time a commitment to create value for the benefit of fund provider. Japan, like many advanced economies, stands at a crossroads, grappling with demographic decline, underutilized capital, and legacy governance models that often limit corporate agility. Yet Japan also possesses huge capital markets, globally competitive companies, and a culture rooted in discipline and resilience. For the country to thrive in a rapidly evolving global economy, it must modernize its financial ecosystem, adopting data-driven, quantitative investment practices, while strengthening corporate governance and accountability.
At Abundia, we see a critical role for active ownership and corporate engagement. We believe that improving capital efficiency, transparency, and board responsiveness is essential not only to enhance shareholder returns but also to revitalize Japan’s global competitiveness. Many listed firms remain undervalued due to structural inefficiencies, inefficiencies that cannot be unlocked through passive investing alone. Our mission is to engage with companies constructively, help optimize balance sheets, and unlock its potential corporate value.
Our name, “Abundia,” is inspired by the Roman goddess of abundance, not symbolizing excess, but representing dignity, opportunity, and meaningful prosperity. That ethos underpins everything we do. We are not merely building a fund, we are creating a strategic investment platform that seeks to influence outcomes where it matters most. As we begin to open our strategy to select external partners, we welcome those who share with us the same values.
Together, we aim to deliver not only compelling financial results, but a lasting contribution to the transformation of Japan’s capital markets and the future of responsible investing in Japan and world markets. We are building not just a fund or a platform, but a community, and a legacy.