Unio Capital is an SEC registered investment adviser that manages concentrated public equity strategies based on a single overarching investment philosophy and methodology.
Its strategies are generally characterized by (1) concentration; (2) insistence on owning high quality, FCF-generating assets; (3) risk management and balance at the portfolio level; (4) an unconstrained approach to sourcing ideas regardless of market cap, geography, or style; and (5) low turnover with a long-duration investment horizon.
Its strategies seek to strike a balance between reducing risk and enhancing returns over the long-term through an integrated approach to idea generation, portfolio construction, and risk management. The firm's name is derived from the Latin meaning “unite, combine, or integrate."
Company Details
- Employees
- 8
- Founded
- -
- Address
- 103 Carnegie Center, Princeton,new Jersey 08540,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://uniocapital.com
- Keywords
- Investment Management.
- HQ
- Princeton, New Jersey
Unio Capital Llc Questions
Unio Capital Llc's website is http://uniocapital.com
Unio Capital Llc's LinkedIn profile is https://www.linkedin.com/company/unio-capital
Unio Capital Llc has
8 employees.
View email and phone details for 8
employees at Unio Capital Llc.
Unio Capital Llc's industry is
Investment Management
Unio Capital Llc's top competitors are
Serrada Capital Llc,
Newedge Wealth,
Wealthlete,
Unio Capital Partners,
Iron Point Financial Advisors, Inc.,
Brex,
State Street,
The Female Edge,
Millennium,
Newsquare Capital, Llc.
Unio Capital Llc's categories are Investment Management
Unio Capital Llc's founding year is 2012
