Copernicus IRA

In 1543 Nicolaus Copernicus published “On The Revolutions”, which explained our solar system in a revolutionary new way. Today, we invite you to look at investing in a revolutionary new way.

Co-Founder Masao Masuda, PhD, FRM, CAIA

From Dr. Matsuda's recent Paper:

“Equity volatility has a much more significant and multi-dimensional impact on portfolio construction and asset allocation than typically ascribed in investment literature or practiced in investment management…. {Equity volatility] profoundly and widely affects the returns and volatility of various asset classes and the correlations among these asset classes. Hence, equity volatility is also arguably the most important determinant in pursuing successful portfolio construction and asset allocation."

The first application of our proprietary strategy, the Dynamic Factor Portfolio (DFP) strategy, is as asset manager of the new Fuji Fund. Our outcome-oriented investments seek to maximize returns with the targeted risk profile.

If you are looking for a core investment for building wealth, we invite you to explore our Fuji Fund.

We are believers in Warren Buffett’s rules of investing:

Rule #1 Never lose money.
Rule #2 Never forget rule #1

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Partial list of papers authored by Masao Matsuda, PhD, FRM, CAIA

"The Dimensions of Volatility"

https://caia.org/blog/2024/03/21/dimensions-volatility

"Time-varying Volatility Adds a Critical Dimension to Diversification"

https://caia.org/blog/2020/04/21/time-varying-volatility-adds-a-critical-dimension-to-diversification

"Time-Varying Equity Volatility Markedly Affects Hedge Fund Performance"

https://caia.org/blog/2020/05/19/time-varying-equity-volatility-markedly-affects-hedge-fund-performance

"Wozu (Whereto) Hedge Funds? The Case of Equity Long-Short Strategy"

Alternative Investment Analyst Review, Q4 2019, 8(4), 11-24. https://caia.org/aiar/4061

"Outcome-Oriented Alternative Investments"

Alternative Investment Analyst Review, Q3 2019, 8(3), 17-23. https://caia.org/aiar/4026

"Alternative Alphas and Asset Allocation"

Alternative Investment Analyst Review, Q1 2019, 8(1), 17-26. https://caia.org/aiar/3909

Copernicus Investment and Risk Advisors, LLC

In 1543 Nicolaus Copernicus published “On The Revolutions”, which explained our solar system in a revolutionary new way. Today, we invite you to look at investing in a revolutionary new way.

Partial list of papers authored by Masao Matsuda, PhD, FRM, CAIA

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