Unio Capital is an SEC registered investment adviser founded in 2012. Unio manages a highly concentrated, global, all-cap public equity strategy for high-net-worth individuals and institutions.
Glacial Ice by Christopher Burkett, in the private collection of Unio Capital’s founders
To the asset allocator, Unio’s differentiated approach is tactical – a dependably flowing tap of active, concentrated, excess return – outside traditional market cap, geographic or style constraints.
Unio’s differentiated strategy relative to typical long-only asset managers flows from the firm’s ability to:
Manage a highly concentrated portfolio skillfully.
Source ideas without geographic, market cap or style constraint – allowing Unio a very wide universe of companies from which to select the few, best, high-quality investments at sensible valuations.
Insist on owning only high quality, free-cash-flow generating assets – regardless of the latest fads and enthusiasms that capture Wall Street’s attention at any given moment.
Invest with durational capital that “walks the long-term walk” – a low turnover approach that allows the ability to “look through” non-fundamental volatility with best-in-class assets that improve with time while reducing risk with time.
Risk-manage quantitatively at the portfolio level, by connecting Unio’s multi-factor beta-exposure diversification model to its actionable macro system – “actionable” because it translates directly into investment outcomes.
Unio Capital LLC (“Unio Capital”) is an SEC-registered investment adviser. Uniocapital.com is Unio Capital’s only website, and Unio Capital does not offer a mobile application. Neither Unio Capital nor any of its personnel offers investment services via the Internet. Any website, service, or individual purporting to offer investment services via the Internet is not endorsed by, affiliated with, or otherwise permitted to do so by Unio Capital. Communications from Unio Capital will come from the uniocapital.com domain and/or through Unio Capital’s Investor Portal. This website is not an offer to, or solicitation of, any potential clients or investors for the provision of investment management, advisory, or any other related services.