Unio Capital is an asset management firm—oriented to publicly-traded equities, global in scope, and equipped to manage hedged and long-only portfolios as funds and separately-managed accounts.
Unio Capital is a firm organized to grow capital with superior outcomes while handling whatever the world throws at it. The world may serve up dislocation, smooth sailing, or a confusing mix of both. So be it. At Unio, we welcome and expect challenging times. They are the source of opportunity.
Culture & Principles
Unio Capital's aim is to grow capital and protect capital. In any context. Under all conditions. Reliably. Repeatably. By building Unio around these principles we want to make a home for capital to grow and for our relationships with our clients to be long-lasting because they are rewarding.
Unio Capital focuses on making money through investing in highly-liquid, publicly-traded equities, while controlling risk absolutely and relatively, and connecting the money-making and risk control to a complete view of the world's macro forces.
Our Letters to Investors—both review and report—are written for our clients, once a month, with a longer report at calendar year-end.
Our once-a-month schedule is aimed at giving our clients both transparency and a sense of the pulse of markets and our participation in them—something quarterly reports in a fast-moving world cannot do as well.