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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.

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Blog

Unio's blog covers the Unio team's views on topics ranging from investing to business to economics.  

 

Investment Discipline—Narrowband & Broadband

John Allison

Although I suspect you have never heard of investing described this way, one can categorize investors as being narrowband or broadband.

A deep-value investor who looks for investments that sell at 50% of their intrinsic value and sells them when they reach 100%, fits the description of a narrowband investor.

An investor who looks at multiple factors—perhaps including, but necessarily limited to, value—to make an investment purchase (and then at multiple factors to sell that investment) would better fit the description of a broadband investor.

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Political Risk Matters

John Allison

For the investor, political risk is not primarily about events

It is not, for example, about coups d’état, riots in the street, even wars. Risks associated with events tend to spike up and down quickly.

Political risk for the investor is primarily about conditions. A doctor asks: what is the patient’s condition? The investor asks the same question, except that the patient in question is usually the nationwhat is the nation’s condition? 

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Protecting a Rising Base—And Building On It

John Allison

When the stock market is way up as the S&P 500 has been—up +167% in just under 5 years (or +23.1% per year)—it is hard to imagine any other way to make money than just "being in the market." Conventional hindsight agrees: just sit tight during bear markets like that of 2007-09, it says, and things will work out. It may take once-in-a-century intervention by the Fed. But the authorities will never leave you stranded. 

Yet markets go down.

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