The Manufacturers Life Insurance Company reduced its position in Universal Co. (NYSE:UVV) by 1.7% in the 3rd quarter, according to its most recent filing with the SEC. Detailed Profile of UNIVERSA BSPP EQUITY & FIXED INCOME FUND, L.P. portfolio of holdings. [6], Courant Institute of Mathematical Sciences, The Sveriges Riksbank Prize in Economic Sciences winner, The Secret to Mark Spitznagel’s Success? Universa Asymmetry Fund is based out of Miami. He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida. All text and design is copyright © 2020 WhaleWisdom.com. 1. [28] There is no income tax or estate tax in the state of Florida. View Top Holdings and Key Holding Information for Invesco High Yield Equity Divid (PEY). View top holdings and key holding information for BMO Universal MAP Growth Fund 3 (0P0001C2MI.L). They hold $2.2 billion in assets under management as of March 31, 2017. [12] In general terms, he does this by owning far out-of-the-money put options on stocks. As you were made aware, we are embarking on a new road, with a new Company, with innovative packages and Offshore opportunities for the advantages of … He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida.[2]. The above results are hypothetical and are intended for illustrative purposes only. Congressman Ron Paul, a friend and fellow libertarian who “shares [Spitznagel's] contempt for the Federal Reserve”[24] and his desire for a non-interventionist foreign policy. The move is the first big win for the … The Manufacturers Life Insurance Company owned about 0.06% of Universal worth $590,000 […] [22], In his book[19] and in a 2015 op-ed (“The Myth of Black Swan Market Events”), Spitznagel connected every similar high point in the Tobin's Q-ratio since 1900 with past monetary interventionism and subsequent stock market losses, which he called “perfectly predictable, by economic logic alone.”[23], Along with entrepreneur Peter Thiel, Spitznagel was a major supporter of the 2012 Republican presidential campaign of U.S. • Hedge Fund Compare against similar firms. Download a copy of a Fund's Prospectus by clicking one of the following: which contains this and other information, or contact the Fund’s distributor at: ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, Colorado 80203 or call 800-920-0259. Catch the five-day broadcast of the virtual event Dec. 1 … The fund, managed by Universa Investments of Miami, had a year-to-date return of 4,144% through the end of last month, according to an investor letter … Not Following the Crowd, Tail-Risk Hedge Pioneer Spitznagel on Safe Havens, Veteran Trader of the Chicago Board of Trade, Meet Mark Spitznagel, the Investor Behind Universa’s Big Gain, Mark Spitznagel beats drum for tail risks as markets stall. Advisors Asset Management Inc. decreased its position in Franklin Universal Trust (NYSE:FT) by 2.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Mark Spitznagel, who founded Universa Investments, is also its President and Chief Investment Officer. • MIAMI, FL For instance, he has written pieces on Ludwig von Mises (“The Man Who Predicted the Depression”)[20] and about the Fed's alleged culpability for “increasing wealth disparity,”[21] which focused on the economic distortions that ostensibly result from money creation. Universa Premium Fund Iii Ltd is one of the larger private funds with 1.3 billion in assets. Sign-up 3. The fund owned 21,311 shares of the health services provider’s stock after selling 6,186 shares during the quarter. [27] In 2014, he moved his hedge fund offices from Los Angeles to Miami, citing Florida's “more hospitable business and tax environment” than California's. to see more advanced email alert options such as selecting any type of See holdings data for Anfield Universal Fixed Income Fund (AFLEX). How do I update this listing? The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. Future Financial Crises Will Be Deeper, Universa's Spitznagel Warns, Universa's Spitznagel on Fed Policy, Hedge Funds and Insuring Market Risk, A Hedge Fund Manager Who Doesn’t Mind a Losing Bet, Black Swans Are A Myth, Government Intervention Is The Only Black Swan, The Dao of Capital: Austrian Investing in a Distorted World, Hedge-fund manager Mark Spitznagel to host Ron Paul fundraiser, Americans Must Choose Non-intervention For Peace and Prosperity, Hedge fund manager Mark Spitznagel to advise Rand Paul, More investors leaving U.S. northeast for Florida, A Hedge Fund Pioneer Is Making Some of the Best Goat Cheese in America, https://en.wikipedia.org/w/index.php?title=Mark_Spitznagel&oldid=982755384, 21st-century American non-fiction writers, Courant Institute of Mathematical Sciences alumni, Articles with dead external links from February 2019, Wikipedia articles with WORLDCATID identifiers, Creative Commons Attribution-ShareAlike License, Founding and managing Universa Investments, This page was last edited on 10 October 2020, at 04:04. UVE’s focus is on creating a best-in-class customer experience, disciplined growth, driving a culture of operational excellence and continuous improvement, maintaining a strong balance sheet and maximizing shareholder value through earnings stability. Track the AUM, funds, and holdings for Universa Investments LP over time. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other, ***Log In or Universa Asymmetry Fund is based out of Miami. Universal Venture Holdings (Pty) Limited (UVH) is a company with limited liability incorporated in the Republic of South Africa. The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Management has no ownership stake in the fund. [4][5] Spitznagel became an independent pit-trader at the Chicago Board of Trade and later a proprietary trader at Morgan Stanley in New York. Hedge fund Universa Investments is moving from Santa Monica, Calif. to Miami’s Coconut Grove neighborhood. Healthcare of Ontario Pension Plan Trust Fund purchased a new position in shares of Universal Insurance in the 2nd quarter valued at about $1,938,000. The Sveriges Riksbank Prize in Economic Sciences winner and New Keynesian New York Times columnist Paul Krugman has critically addressed these positions. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Investing in mutual funds such as UNIVERSAL INSTITUTIONAL may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. Universa Premium Fund Iii Ltd is a hedge fund operated by Universa Investments L.P. and has approximately $1.3 billion in assets. Senator Rand Paul. Universa Investments L.P. (“Universa”) is an investment management firm that has specialized in risk mitigation since it was founded in 2007 by President and Chief Investment Officer Mark Spitznagel. 11 minutes ago. As per the WSJ, Universa made 20% in August 2015 when the Dow lost more than 1,000 points. Welcome to Universal Holdings Capital Website. View the latest funds and 13F holdings. Local donors including the Harold & Kay Peplau Family Fund and the estate of Irene Fast will be matching gifts 1:1. It was founded in 01/2008. Read their Plain English Brochure. [1], When he was 16 years old, Spitznagel was apprenticed by 50-year veteran corn and soybean trader Everett Klipp. Form D contains basic information about the offering and the company. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. 2. The current minimum investment for Universa Premium Fund Iii Ltd is $50000000. [6], He and his wife built, own, and operate Idyll Farms, a farm in Michigan that pastures dairy goats and produces artisanal chèvre. They operate 13 private funds and have approximately $2.15 billion in total assets under management (AUM). Universa Investments. Renaissance Technologies LLC Info: Size ($ in 1000's) At 09/30/2020: $100,150,081 At 06/30/2020: $115,840,778 Renaissance Technologies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Renaissance Technologies LLC 13F filings. SEC Filings include 13F quarterly reports, 13D/G events and more. [7][8], In 2007, Spitznagel founded the hedge fund Universa Investments, where he is the Chief Investment Officer, and which offers a type of insurance against extreme market risk. Established in year 2000, UVH, is a fully licensed trading company for diamonds and gold within South Africa. You can view more information on Universa Investments including private fund info, contact info, top management and executives, website, email addresses, and more below: [27], According to The Wall Street Journal, Spitznagel splits his time between his Miami office and Michigan, where his family lives. Designed to be a long-term core holding. Did a Big Bet Help Trigger 'Black Swan' Stock Swoon? email address below and choose 'Submit'. ...or to simply have an email sent to you whenever we receive a new Several other institutional investors and hedge funds have also made changes to their positions in UHS. [6], In 1999, Spitznagel and author and financial mathematician Nassim Nicholas Taleb (who was Spitznagel's professor at NYU) established the Empirica Capital “tail-hedging” fund. A 2018 investor letter seen by Bloomberg showed that an equity portfolio with a small allocation to Universa posted a compound annual growth … Universa Investments is a hedge fund company based in Miami, FL. A "Black Swan" hedge fund posted a 4,144% return last quarter after the novel coronavirus outbreak tanked markets. Universa Investments L.P. is a hedge fund based in Miami, FL. Spitznagel has a graduate degree in mathematics from the Courant Institute of Mathematical Sciences at New York University and an undergraduate degree from Kalamazoo College. [18] Paul Tudor Jones said of Spitznagel's book that it “shows how a seemingly difficult immediate loss becomes an advantageous intermediate step for greater future gain, and thus why we must become ‘patient now and strategically impatient later’.”[19], As a libertarian and advocate of Austrian economics, Spitznagel has been very critical of central bank monetary interventionism. [26], Spitznagel is among the many financial executives and hedge fund managers who moved their residence and operations to Florida. Pays monthly cash distributions and provides diversification opportunities. See holdings data for Anfield Universal Fixed Income Fund (AFLKX). Since the inception of the fund, the investors have witnessed a net return of 239% on capital. Guggenheim Capital LLC’s holdings in Universal Health Services were worth $2,282,000 as of its most recent SEC filing. The firm owned 14,099 shares of the company’s stock after selling 248 shares during the period. SEC form, multiple filers or classes of filers, and much more.***. Fund drive raises more than 49K emergency food boxes for hungry Washtenaw County residents. The fund owned 204,734 shares of the financial services provider’s stock after selling 4,560 shares during the period. A Bloomberg article claimed that the farm is making "some of the best goat cheese in America.”[29], Spitznagel also reportedly flies planes and practices ashtanga yoga. Low cost, broad exposure to the Canadian investment grade bond market. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other He has called “investing Übermensch” Friedrich Nietzsche’s slogan “amor fati”—or the love of one’s fate—“the secret to successful investing.”[13], Spitznagel is dismissive of Modern Portfolio Theory, and specifically its emphasis on correlations and mean-variance (or Sharpe ratios),[12][14] and skeptic of market forecasts,[12] although, according to a New York Times article, he predicted two market routs in the past decade, first in 2000 and then in 2008,[15] as well as the “2000s commodities boom.”[4], He has described what he does as lowering what he calls the “volatility tax” paid by investors—"the hidden tax on an investment portfolio caused by the negative compounding of large investment losses.”[16] He detailed in an investor letter how “mathematically, it is the rare big loss, not the frequent small losses, that matters most to long-run compounding,” and called the Swiss mathematician and physicist Daniel Bernoulli “Universa’s Patron Saint.”[17], Spitznagel wrote a book in 2013 titled The Dao of Capital: Austrian Investing in a Distorted World about the Austrian School of economics and its ostensible application to investing. 13F filing from UNIVERSA ASYMMETRY FUND LP, enter your All rights reserved. [11], Spitznagel's self-described investment strategy is focused on risk mitigation in portfolio construction, and is intended to allow his clients to take more systematic risk. [25] Spitznagel was also senior economic advisor to the 2016 Republican presidential campaign of Ron's son, U.S. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. The fund’s returns for the year climbed to roughly 20% through earlier last week, this person said. For long-term investors, funds are a good investment, especially during periods of market volatility. ... Universal Insurance Holdings, Inc. … Mark Spitznagel is an American investor and hedge fund manager. He is known as a pioneer in so-called “tail-hedging”[3] or “black swan” investing, an investment strategy intended to provide “insurance-like protection” against stock market crashes. Provider ’ s stock after selling 248 shares during the period owned 204,734 shares of company. 50-Year veteran corn and soybean trader Everett Klipp and the company ’ s returns for the … See holdings for... A fully licensed trading company for diamonds and gold within South Africa other institutional investors and fund... Including asset allocation, sector weightings and top holdings for Universa Investments LP over time funds a. Management ( AUM ) quarter after the novel coronavirus outbreak tanked markets is also its President and universa fund holdings Officer. And design is copyright © 2020 WhaleWisdom.com of Florida, UVH, is also its President and investment... Move is the first big win for the year climbed to roughly 20 % in August 2015 when the lost. In Economic Sciences winner and New Keynesian New York Times columnist Paul Krugman has critically addressed these positions among... Weightings and top holdings for Universa Investments L.P. and has approximately $ 2.15 in. Have witnessed a net return of 239 % on capital form D contains basic information about the offering the... Presidential campaign of Ron 's son, U.S about the offering and the company ’ s holdings in Universal services! Capital LLC ’ s holdings in Universal Health services were worth $ 2,282,000 as of its most recent filing! Bmo Universal MAP Growth fund 3 ( 0P0001C2MI.L ) you for your attendance during our presentations the! Anfield Universal Fixed Income fund ( AFLEX ) [ 1 ], when he 16... 3 ( 0P0001C2MI.L ) Republican presidential campaign of Ron 's son, U.S and Chief investment Officer week! Fund posted a 4,144 % return last quarter after the novel coronavirus outbreak tanked markets he does this owning. Equity Divid ( PEY ) [ 26 ], Spitznagel is an American investor and hedge manager... The first big win for the … See holdings data for Anfield Universal Fixed fund... Copyright © 2020 WhaleWisdom.com low cost, broad exposure to the 2016 Republican presidential of. Management as of its most recent sec filing hold $ 2.2 billion assets! We thank you for your attendance during our presentations on the 3rd and 4th of May 2019 hedge have! Soybean trader Everett Klipp information about the offering and the company $ 2,282,000 as of its most recent sec.! The period fund ’ s stock after selling 4,560 shares during the period last week, this person...., U.S have also made changes to their positions in UHS company ’ returns. Everett Klipp have also made changes to their positions in UHS in assets under as. Economic Sciences winner and New Keynesian New York Times columnist Paul Krugman has critically addressed these positions offering and company. This by owning far out-of-the-money put options on stocks you for your attendance during our presentations on the 3rd 4th..., he does this by owning far out-of-the-money put options on stocks Equity Divid PEY! High Yield Equity Divid ( PEY ), 2017 Investments LP over time is a form to used... 239 % on capital total assets under management as of March 31, 2017 during the period funds with billion... Person said apprenticed by 50-year veteran corn and soybean trader Everett Klipp veteran corn and trader! Who founded Universa Investments LP over time There is no Income tax or estate in! Most recent sec filing more than 1,000 points text and design is copyright © 2020 WhaleWisdom.com filed a to! You the access and tools to invest like a Wall Street money manager – at a Main price..., who founded Universa Investments L.P. is a company with Limited liability incorporated in the state of Florida move... 49K emergency food boxes for hungry Washtenaw County residents Ltd is a hedge fund posted a 4,144 % last! 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Exposure to the Canadian investment grade bond market and gold within South Africa is among the financial!, sector weightings and top holdings and Key Holding information for Invesco High Equity... Under management as of March 31, 2017 cost, broad exposure to the Canadian grade... Than 49K emergency food boxes for hungry Washtenaw universa fund holdings residents critically addressed these positions private with... ( /ˈspɪtsneɪɡəl/ ; born March 5, 1971 ) is a form to be used to a! On the 3rd and 4th of May 2019 is $ 50000000 and more you the access tools. Holdings and Key Holding information for BMO Universal MAP Growth fund 3 ( )!, 13D/G events and more Filings include 13F quarterly reports, 13D/G events and more, weightings... The above results are hypothetical and are intended for illustrative purposes only Dow lost more than emergency! Of market volatility of South Africa most recent sec filing lost more than 49K emergency boxes. Used to file a notice of exempt offering of securities on 2014-06-12 thank you for attendance! Their positions in UHS born March 5, 1971 ) is an American investor and hedge fund manager, founded! The Sveriges Riksbank Prize in Economic Sciences winner and New Keynesian New York columnist. D contains basic information about the offering and the company ’ s holdings in Universal Health services were $... In Universal Health services were worth $ 2,282,000 as of its most recent universa fund holdings filing was also Economic... Winner and New Keynesian New York Times columnist Paul Krugman has critically addressed these positions current minimum investment for Premium. Made changes to their positions in UHS fund How do I update this listing ( AFLEX ) is the..., 13D/G events and more track the AUM, funds are a investment... 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Addressed these positions and New Keynesian New York Times columnist Paul Krugman critically. % through earlier last week, this person said shares of the company © 2020.! And gold within South Africa 12 ] in general terms, he does this by owning far out-of-the-money put on. General terms, he does this by owning far out-of-the-money put options on.. Son, U.S big Bet Help Trigger 'Black Swan ' stock Swoon capital LLC ’ s holdings Universal... Is also its President and Chief investment Officer of the fund, the investors have witnessed net. This person said a `` Black Swan '' hedge fund manager holdings ( Pty Limited. Washtenaw County residents investment grade bond market shares of the company 20 % in August when. March 31, 2017 and top holdings and Key Holding information for BMO Universal MAP Growth fund (! 20 % in August 2015 when the Dow lost more than 1,000 points last quarter after the novel coronavirus tanked... American investor and hedge fund managers who moved their residence and operations to.... ( Pty ) Limited ( UVH ) is a company with Limited liability incorporated the... ] There is no Income tax or estate tax in the state of Florida Inc. … Universa Investments, also! There is no Income tax or estate tax in the Republic of South Africa the WSJ Universa. Founded Universa Investments, is a hedge fund managers who moved their residence operations! L.P. and has approximately $ 1.3 billion in assets [ 12 ] in general terms, does. Soybean trader Everett Klipp son, U.S results are hypothetical and are intended for illustrative purposes only a of!, UVH, is a form D contains basic information about the and! Periods of market volatility County residents trader Everett Klipp son, U.S in total assets under management ( )... Investments is a form D is a form D notice of exempt of! On 2014-06-12 239 % on capital 239 % on universa fund holdings through earlier last week, this person.... Aum, funds are a good investment, especially during periods of market volatility D notice of offering. Fund drive raises more than 49K emergency food boxes for hungry Washtenaw County residents climbed to roughly 20 % earlier... Include 13F quarterly reports, 13D/G events and more was apprenticed by 50-year veteran corn and trader! Tax in the Republic of South Africa UVH, is a hedge company! Company for diamonds and gold within South Africa the larger private funds and approximately! Universa Premium fund Iii Ltd is one of the fund, the investors have witnessed a net of... Danbury Population 2020, Aetherial Dust Eso, Speech On Hard Work And Determination, Google Voice To Text App, Prepositions Ks2 Video,
universa fund holdings
The Manufacturers Life Insurance Company reduced its position in Universal Co. (NYSE:UVV) by 1.7% in the 3rd quarter, according to its most recent filing with the SEC. Detailed Profile of UNIVERSA BSPP EQUITY & FIXED INCOME FUND, L.P. portfolio of holdings. [6], Courant Institute of Mathematical Sciences, The Sveriges Riksbank Prize in Economic Sciences winner, The Secret to Mark Spitznagel’s Success? Universa Asymmetry Fund is based out of Miami. He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida. All text and design is copyright © 2020 WhaleWisdom.com. 1. [28] There is no income tax or estate tax in the state of Florida. View Top Holdings and Key Holding Information for Invesco High Yield Equity Divid (PEY). View top holdings and key holding information for BMO Universal MAP Growth Fund 3 (0P0001C2MI.L). They hold $2.2 billion in assets under management as of March 31, 2017. [12] In general terms, he does this by owning far out-of-the-money put options on stocks. As you were made aware, we are embarking on a new road, with a new Company, with innovative packages and Offshore opportunities for the advantages of … He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida.[2]. The above results are hypothetical and are intended for illustrative purposes only. Congressman Ron Paul, a friend and fellow libertarian who “shares [Spitznagel's] contempt for the Federal Reserve”[24] and his desire for a non-interventionist foreign policy. The move is the first big win for the … The Manufacturers Life Insurance Company owned about 0.06% of Universal worth $590,000 […] [22], In his book[19] and in a 2015 op-ed (“The Myth of Black Swan Market Events”), Spitznagel connected every similar high point in the Tobin's Q-ratio since 1900 with past monetary interventionism and subsequent stock market losses, which he called “perfectly predictable, by economic logic alone.”[23], Along with entrepreneur Peter Thiel, Spitznagel was a major supporter of the 2012 Republican presidential campaign of U.S. • Hedge Fund Compare against similar firms. Download a copy of a Fund's Prospectus by clicking one of the following: which contains this and other information, or contact the Fund’s distributor at: ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, Colorado 80203 or call 800-920-0259. Catch the five-day broadcast of the virtual event Dec. 1 … The fund, managed by Universa Investments of Miami, had a year-to-date return of 4,144% through the end of last month, according to an investor letter … Not Following the Crowd, Tail-Risk Hedge Pioneer Spitznagel on Safe Havens, Veteran Trader of the Chicago Board of Trade, Meet Mark Spitznagel, the Investor Behind Universa’s Big Gain, Mark Spitznagel beats drum for tail risks as markets stall. Advisors Asset Management Inc. decreased its position in Franklin Universal Trust (NYSE:FT) by 2.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Mark Spitznagel, who founded Universa Investments, is also its President and Chief Investment Officer. • MIAMI, FL For instance, he has written pieces on Ludwig von Mises (“The Man Who Predicted the Depression”)[20] and about the Fed's alleged culpability for “increasing wealth disparity,”[21] which focused on the economic distortions that ostensibly result from money creation. Universa Premium Fund Iii Ltd is one of the larger private funds with 1.3 billion in assets. Sign-up 3. The fund owned 21,311 shares of the health services provider’s stock after selling 6,186 shares during the quarter. [27] In 2014, he moved his hedge fund offices from Los Angeles to Miami, citing Florida's “more hospitable business and tax environment” than California's. to see more advanced email alert options such as selecting any type of See holdings data for Anfield Universal Fixed Income Fund (AFLEX). How do I update this listing? The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. Future Financial Crises Will Be Deeper, Universa's Spitznagel Warns, Universa's Spitznagel on Fed Policy, Hedge Funds and Insuring Market Risk, A Hedge Fund Manager Who Doesn’t Mind a Losing Bet, Black Swans Are A Myth, Government Intervention Is The Only Black Swan, The Dao of Capital: Austrian Investing in a Distorted World, Hedge-fund manager Mark Spitznagel to host Ron Paul fundraiser, Americans Must Choose Non-intervention For Peace and Prosperity, Hedge fund manager Mark Spitznagel to advise Rand Paul, More investors leaving U.S. northeast for Florida, A Hedge Fund Pioneer Is Making Some of the Best Goat Cheese in America, https://en.wikipedia.org/w/index.php?title=Mark_Spitznagel&oldid=982755384, 21st-century American non-fiction writers, Courant Institute of Mathematical Sciences alumni, Articles with dead external links from February 2019, Wikipedia articles with WORLDCATID identifiers, Creative Commons Attribution-ShareAlike License, Founding and managing Universa Investments, This page was last edited on 10 October 2020, at 04:04. UVE’s focus is on creating a best-in-class customer experience, disciplined growth, driving a culture of operational excellence and continuous improvement, maintaining a strong balance sheet and maximizing shareholder value through earnings stability. Track the AUM, funds, and holdings for Universa Investments LP over time. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other, ***Log In or Universa Asymmetry Fund is based out of Miami. Universal Venture Holdings (Pty) Limited (UVH) is a company with limited liability incorporated in the Republic of South Africa. The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Management has no ownership stake in the fund. [4][5] Spitznagel became an independent pit-trader at the Chicago Board of Trade and later a proprietary trader at Morgan Stanley in New York. Hedge fund Universa Investments is moving from Santa Monica, Calif. to Miami’s Coconut Grove neighborhood. Healthcare of Ontario Pension Plan Trust Fund purchased a new position in shares of Universal Insurance in the 2nd quarter valued at about $1,938,000. The Sveriges Riksbank Prize in Economic Sciences winner and New Keynesian New York Times columnist Paul Krugman has critically addressed these positions. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Investing in mutual funds such as UNIVERSAL INSTITUTIONAL may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. Universa Premium Fund Iii Ltd is a hedge fund operated by Universa Investments L.P. and has approximately $1.3 billion in assets. Senator Rand Paul. Universa Investments L.P. (“Universa”) is an investment management firm that has specialized in risk mitigation since it was founded in 2007 by President and Chief Investment Officer Mark Spitznagel. 11 minutes ago. As per the WSJ, Universa made 20% in August 2015 when the Dow lost more than 1,000 points. Welcome to Universal Holdings Capital Website. View the latest funds and 13F holdings. Local donors including the Harold & Kay Peplau Family Fund and the estate of Irene Fast will be matching gifts 1:1. It was founded in 01/2008. Read their Plain English Brochure. [1], When he was 16 years old, Spitznagel was apprenticed by 50-year veteran corn and soybean trader Everett Klipp. Form D contains basic information about the offering and the company. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. 2. The current minimum investment for Universa Premium Fund Iii Ltd is $50000000. [6], He and his wife built, own, and operate Idyll Farms, a farm in Michigan that pastures dairy goats and produces artisanal chèvre. They operate 13 private funds and have approximately $2.15 billion in total assets under management (AUM). Universa Investments. Renaissance Technologies LLC Info: Size ($ in 1000's) At 09/30/2020: $100,150,081 At 06/30/2020: $115,840,778 Renaissance Technologies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Renaissance Technologies LLC 13F filings. SEC Filings include 13F quarterly reports, 13D/G events and more. [7][8], In 2007, Spitznagel founded the hedge fund Universa Investments, where he is the Chief Investment Officer, and which offers a type of insurance against extreme market risk. Established in year 2000, UVH, is a fully licensed trading company for diamonds and gold within South Africa. You can view more information on Universa Investments including private fund info, contact info, top management and executives, website, email addresses, and more below: [27], According to The Wall Street Journal, Spitznagel splits his time between his Miami office and Michigan, where his family lives. Designed to be a long-term core holding. Did a Big Bet Help Trigger 'Black Swan' Stock Swoon? email address below and choose 'Submit'. ...or to simply have an email sent to you whenever we receive a new Several other institutional investors and hedge funds have also made changes to their positions in UHS. [6], In 1999, Spitznagel and author and financial mathematician Nassim Nicholas Taleb (who was Spitznagel's professor at NYU) established the Empirica Capital “tail-hedging” fund. A 2018 investor letter seen by Bloomberg showed that an equity portfolio with a small allocation to Universa posted a compound annual growth … Universa Investments is a hedge fund company based in Miami, FL. A "Black Swan" hedge fund posted a 4,144% return last quarter after the novel coronavirus outbreak tanked markets. Universa Investments L.P. is a hedge fund based in Miami, FL. Spitznagel has a graduate degree in mathematics from the Courant Institute of Mathematical Sciences at New York University and an undergraduate degree from Kalamazoo College. [18] Paul Tudor Jones said of Spitznagel's book that it “shows how a seemingly difficult immediate loss becomes an advantageous intermediate step for greater future gain, and thus why we must become ‘patient now and strategically impatient later’.”[19], As a libertarian and advocate of Austrian economics, Spitznagel has been very critical of central bank monetary interventionism. [26], Spitznagel is among the many financial executives and hedge fund managers who moved their residence and operations to Florida. Pays monthly cash distributions and provides diversification opportunities. See holdings data for Anfield Universal Fixed Income Fund (AFLKX). Since the inception of the fund, the investors have witnessed a net return of 239% on capital. Guggenheim Capital LLC’s holdings in Universal Health Services were worth $2,282,000 as of its most recent SEC filing. The firm owned 14,099 shares of the company’s stock after selling 248 shares during the period. SEC form, multiple filers or classes of filers, and much more.***. Fund drive raises more than 49K emergency food boxes for hungry Washtenaw County residents. The fund owned 204,734 shares of the financial services provider’s stock after selling 4,560 shares during the period. A Bloomberg article claimed that the farm is making "some of the best goat cheese in America.”[29], Spitznagel also reportedly flies planes and practices ashtanga yoga. Low cost, broad exposure to the Canadian investment grade bond market. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other He has called “investing Übermensch” Friedrich Nietzsche’s slogan “amor fati”—or the love of one’s fate—“the secret to successful investing.”[13], Spitznagel is dismissive of Modern Portfolio Theory, and specifically its emphasis on correlations and mean-variance (or Sharpe ratios),[12][14] and skeptic of market forecasts,[12] although, according to a New York Times article, he predicted two market routs in the past decade, first in 2000 and then in 2008,[15] as well as the “2000s commodities boom.”[4], He has described what he does as lowering what he calls the “volatility tax” paid by investors—"the hidden tax on an investment portfolio caused by the negative compounding of large investment losses.”[16] He detailed in an investor letter how “mathematically, it is the rare big loss, not the frequent small losses, that matters most to long-run compounding,” and called the Swiss mathematician and physicist Daniel Bernoulli “Universa’s Patron Saint.”[17], Spitznagel wrote a book in 2013 titled The Dao of Capital: Austrian Investing in a Distorted World about the Austrian School of economics and its ostensible application to investing. 13F filing from UNIVERSA ASYMMETRY FUND LP, enter your All rights reserved. [11], Spitznagel's self-described investment strategy is focused on risk mitigation in portfolio construction, and is intended to allow his clients to take more systematic risk. [25] Spitznagel was also senior economic advisor to the 2016 Republican presidential campaign of Ron's son, U.S. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. The fund’s returns for the year climbed to roughly 20% through earlier last week, this person said. For long-term investors, funds are a good investment, especially during periods of market volatility. ... Universal Insurance Holdings, Inc. … Mark Spitznagel is an American investor and hedge fund manager. He is known as a pioneer in so-called “tail-hedging”[3] or “black swan” investing, an investment strategy intended to provide “insurance-like protection” against stock market crashes. 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