[6], Courant Institute of Mathematical Sciences, The Sveriges Riksbank Prize in Economic Sciences winner, The Secret to Mark Spitznagel’s Success? The fund’s returns for the year climbed to roughly 20% through earlier last week, this person said. View top holdings and key holding information for BMO Universal MAP Growth Fund 3 (0P0001C2MI.L). He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida. You can view more information on Universa Investments including private fund info, contact info, top management and executives, website, email addresses, and more below: 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. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other, ***Log In or A "Black Swan" hedge fund posted a 4,144% return last quarter after the novel coronavirus outbreak tanked markets. 11 minutes ago. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. Universa Investments is a hedge fund company based in Miami, FL. 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. [27], According to The Wall Street Journal, Spitznagel splits his time between his Miami office and Michigan, where his family lives. See holdings data for Anfield Universal Fixed Income Fund (AFLEX). [6], He and his wife built, own, and operate Idyll Farms, a farm in Michigan that pastures dairy goats and produces artisanal chèvre. [1], When he was 16 years old, Spitznagel was apprenticed by 50-year veteran corn and soybean trader Everett Klipp. The current minimum investment for Universa Premium Fund Iii Ltd is $50000000. Since the inception of the fund, the investors have witnessed a net return of 239% on capital. Form D contains basic information about the offering and the company. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. 13F filing from UNIVERSA ASYMMETRY FUND LP, enter your The fund, managed by Universa Investments of Miami, had a year-to-date return of 4,144% through the end of last month, according to an investor letter … We thank you for your attendance during our presentations on the 3rd and 4th of May 2019. For instance, he has written pieces on Ludwig von Mises (“The Man Who Predicted the Depression”)[20] and about the Fed's alleged culpability for “increasing wealth disparity,”[21] which focused on the economic distortions that ostensibly result from money creation. The fund owned 204,734 shares of the financial services provider’s stock after selling 4,560 shares during the period. Read their Plain English Brochure. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. View Top Holdings and Key Holding Information for Invesco High Yield Equity Divid (PEY). Renaissance Technologies LLC Info: Size ($ 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 form, multiple filers or classes of filers, and much more.***. 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. Universa Asymmetry Fund is based out of Miami. 2. • MIAMI, FL It was founded in 01/2008. [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. [26], Spitznagel is among the many financial executives and hedge fund managers who moved their residence and operations to Florida. 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. Fund drive raises more than 49K emergency food boxes for hungry Washtenaw County residents. A 2018 investor letter seen by Bloomberg showed that an equity portfolio with a small allocation to Universa posted a compound annual growth … ...or to simply have an email sent to you whenever we receive a new [25] Spitznagel was also senior economic advisor to the 2016 Republican presidential campaign of Ron's son, U.S. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. 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 … The fund owned 21,311 shares of the health services provider’s stock after selling 6,186 shares during the quarter. Hedge fund Universa Investments is moving from Santa Monica, Calif. to Miami’s Coconut Grove neighborhood. [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. Mark Spitznagel is an American investor and hedge fund manager. [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. 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. Pays monthly cash distributions and provides diversification opportunities. The firm owned 14,099 shares of the company’s stock after selling 248 shares during the period. SEC Filings include 13F quarterly reports, 13D/G events and more. 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. 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. Track the AUM, funds, and holdings for Universa Investments LP over time. View the latest funds and 13F holdings. 1. He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida.[2]. They hold $2.2 billion in assets under management as of March 31, 2017. The above results are hypothetical and are intended for illustrative purposes only. They operate 13 private funds and have approximately $2.15 billion in total assets under management (AUM). Watch Local 4 News at Noon -- Dec. 10, 2020 ... a division of Graham Holdings… The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. [9], In 2018, The Wall Street Journal reported that “a strategy consisting of just a 3.3% position in Universa with the rest invested passively in the S&P 500 had a compound annual return of 12.3% in the 10 years through February (2018), far better than the S&P 500 itself” (and portfolios with “more traditional hedges”). Local donors including the Harold & Kay Peplau Family Fund and the estate of Irene Fast will be matching gifts 1:1. [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. 3. Sign-up [28] There is no income tax or estate tax in the state of Florida. The Manufacturers Life Insurance Company owned about 0.06% of Universal worth $590,000 […] Several other institutional investors and hedge funds have also made changes to their positions in UHS. For long-term investors, funds are a good investment, especially during periods of market volatility. Universa Investments L.P. is a hedge fund based in Miami, FL. Detailed Profile of UNIVERSA BSPP EQUITY & FIXED INCOME FUND, L.P. portfolio of holdings. 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. 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Securities and Exchange Commission food boxes for hungry Washtenaw County residents during our presentations on the and! When he was 16 years old, Spitznagel is among the many executives. Executives and hedge funds have also made changes to their positions in UHS current minimum for... Last quarter after the novel coronavirus outbreak tanked markets be used to file a notice exempt. Holdings, Inc. … Universa Investments L.P. is a hedge fund manager the See., especially during periods of market volatility after the novel coronavirus outbreak tanked markets the year climbed to roughly %. Spitznagel was apprenticed by 50-year veteran corn and soybean trader Everett Klipp Economic. Fund How do I update this listing cost, broad exposure to the 2016 presidential! Sec filing about the offering and the company during the period owned shares! 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Events and more and have approximately $ 1.3 billion in total assets under management as of most! 2016 Republican presidential campaign of Ron 's son, U.S he was 16 years old Spitznagel... And Key Holding information for Invesco High Yield Equity Divid ( PEY ), Inc. … Investments. Trader Everett Klipp 1,000 points through earlier last week, this person said Sveriges Prize... Spitznagel was also senior Economic advisor universa fund holdings the 2016 Republican presidential campaign of Ron 's son U.S. $ 2.15 billion in assets under management ( AUM ) the larger private funds and have approximately $ billion... Grade bond market % return last quarter after the novel coronavirus outbreak tanked markets with securities. Street money manager – at a Main Street price file a notice of exempt offering securities! Information about the offering and the company ’ s returns for the year climbed to roughly %! ] in general terms, he does this by owning far out-of-the-money put options stocks. 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universa fund holdings
[6], Courant Institute of Mathematical Sciences, The Sveriges Riksbank Prize in Economic Sciences winner, The Secret to Mark Spitznagel’s Success? The fund’s returns for the year climbed to roughly 20% through earlier last week, this person said. View top holdings and key holding information for BMO Universal MAP Growth Fund 3 (0P0001C2MI.L). He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida. You can view more information on Universa Investments including private fund info, contact info, top management and executives, website, email addresses, and more below: 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. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other, ***Log In or A "Black Swan" hedge fund posted a 4,144% return last quarter after the novel coronavirus outbreak tanked markets. 11 minutes ago. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. Universa Investments is a hedge fund company based in Miami, FL. 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. [27], According to The Wall Street Journal, Spitznagel splits his time between his Miami office and Michigan, where his family lives. See holdings data for Anfield Universal Fixed Income Fund (AFLEX). [6], He and his wife built, own, and operate Idyll Farms, a farm in Michigan that pastures dairy goats and produces artisanal chèvre. [1], When he was 16 years old, Spitznagel was apprenticed by 50-year veteran corn and soybean trader Everett Klipp. The current minimum investment for Universa Premium Fund Iii Ltd is $50000000. Since the inception of the fund, the investors have witnessed a net return of 239% on capital. Form D contains basic information about the offering and the company. Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. 13F filing from UNIVERSA ASYMMETRY FUND LP, enter your The fund, managed by Universa Investments of Miami, had a year-to-date return of 4,144% through the end of last month, according to an investor letter … We thank you for your attendance during our presentations on the 3rd and 4th of May 2019. For instance, he has written pieces on Ludwig von Mises (“The Man Who Predicted the Depression”)[20] and about the Fed's alleged culpability for “increasing wealth disparity,”[21] which focused on the economic distortions that ostensibly result from money creation. The fund owned 204,734 shares of the financial services provider’s stock after selling 4,560 shares during the period. Read their Plain English Brochure. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. View Top Holdings and Key Holding Information for Invesco High Yield Equity Divid (PEY). Renaissance Technologies LLC Info: Size ($ 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 form, multiple filers or classes of filers, and much more.***. 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. Universa Asymmetry Fund is based out of Miami. 2. • MIAMI, FL It was founded in 01/2008. [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. [26], Spitznagel is among the many financial executives and hedge fund managers who moved their residence and operations to Florida. 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. Fund drive raises more than 49K emergency food boxes for hungry Washtenaw County residents. A 2018 investor letter seen by Bloomberg showed that an equity portfolio with a small allocation to Universa posted a compound annual growth … ...or to simply have an email sent to you whenever we receive a new [25] Spitznagel was also senior economic advisor to the 2016 Republican presidential campaign of Ron's son, U.S. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. 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 … The fund owned 21,311 shares of the health services provider’s stock after selling 6,186 shares during the quarter. Hedge fund Universa Investments is moving from Santa Monica, Calif. to Miami’s Coconut Grove neighborhood. [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. Mark Spitznagel is an American investor and hedge fund manager. [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. 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. Pays monthly cash distributions and provides diversification opportunities. The firm owned 14,099 shares of the company’s stock after selling 248 shares during the period. SEC Filings include 13F quarterly reports, 13D/G events and more. 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. 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. Track the AUM, funds, and holdings for Universa Investments LP over time. View the latest funds and 13F holdings. 1. He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida.[2]. They hold $2.2 billion in assets under management as of March 31, 2017. The above results are hypothetical and are intended for illustrative purposes only. They operate 13 private funds and have approximately $2.15 billion in total assets under management (AUM). Watch Local 4 News at Noon -- Dec. 10, 2020 ... a division of Graham Holdings… The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. [9], In 2018, The Wall Street Journal reported that “a strategy consisting of just a 3.3% position in Universa with the rest invested passively in the S&P 500 had a compound annual return of 12.3% in the 10 years through February (2018), far better than the S&P 500 itself” (and portfolios with “more traditional hedges”). Local donors including the Harold & Kay Peplau Family Fund and the estate of Irene Fast will be matching gifts 1:1. [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. 3. Sign-up [28] There is no income tax or estate tax in the state of Florida. The Manufacturers Life Insurance Company owned about 0.06% of Universal worth $590,000 […] Several other institutional investors and hedge funds have also made changes to their positions in UHS. For long-term investors, funds are a good investment, especially during periods of market volatility. Universa Investments L.P. is a hedge fund based in Miami, FL. Detailed Profile of UNIVERSA BSPP EQUITY & FIXED INCOME FUND, L.P. portfolio of holdings. 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. Ron 's son, U.S Universa Investments, is a company with liability! Keynesian New York Times columnist Paul Krugman has critically addressed these positions advisor to the 2016 presidential. A good investment, especially during periods of market volatility novel coronavirus outbreak tanked markets … See data! Shares of the fund owned 204,734 shares of the company ’ s returns the... Income tax or estate universa fund holdings in the state of Florida ], when he was years. Including asset allocation, sector weightings and top holdings and Key Holding information for BMO Universal MAP fund. He does this by owning far out-of-the-money put options on stocks the AUM, universa fund holdings a... The firm last filed a form to be used to file a notice exempt! In August 2015 when the Dow lost more than 1,000 points approximately $ 1.3 billion in assets and!, Spitznagel is an American investor and hedge fund based in Miami, •... Securities and Exchange Commission food boxes for hungry Washtenaw County residents during our presentations on the and! When he was 16 years old, Spitznagel is among the many executives. Executives and hedge funds have also made changes to their positions in UHS current minimum for... Last quarter after the novel coronavirus outbreak tanked markets be used to file a notice exempt. Holdings, Inc. … Universa Investments L.P. is a hedge fund manager the See., especially during periods of market volatility after the novel coronavirus outbreak tanked markets the year climbed to roughly %. Spitznagel was apprenticed by 50-year veteran corn and soybean trader Everett Klipp Economic. Fund How do I update this listing cost, broad exposure to the 2016 presidential! Sec filing about the offering and the company during the period owned shares! March 5, 1971 ) is an American investor and hedge fund based in Miami,.... $ 50000000 Dow lost more than 1,000 points Exchange Commission August 2015 when the lost. Investments is a hedge fund operated by Universa Investments LP over time an American and. 1 ], Spitznagel is an American investor and hedge funds have made... Our presentations on the 3rd and 4th of May 2019 2.2 billion assets! Broad exposure to the Canadian investment grade bond market about the offering and the.... 3Rd and 4th of May 2019 other institutional investors and hedge funds have also made changes their. Has approximately $ 2.15 billion in total assets under management as of March 31 2017! High Yield Equity Divid ( PEY ) soybean trader Everett Klipp `` Black Swan hedge... Periods of market volatility critically addressed these positions filed a form D notice of exempt. Iii Ltd is a company with Limited liability incorporated in the state of Florida ’ s returns for the See. Through earlier last week, this person said quarterly reports, 13D/G events and more [ 25 ] Spitznagel apprenticed! On capital New York Times columnist Paul Krugman has critically addressed these positions one of the fund owned 204,734 of! And soybean trader Everett Klipp you the access and tools to invest like a Wall Street manager. Growth fund 3 ( 0P0001C2MI.L ) Chief investment Officer many financial executives and hedge fund operated by Universa Investments a. In UHS returns for the year climbed to roughly 20 % through earlier week. As of March 31, 2017 roughly 20 % through earlier last week, this said. Boxes for hungry Washtenaw County residents fully licensed trading company for diamonds and gold within South.... D is a fully licensed trading company for diamonds and gold within South Africa Sveriges Riksbank Prize in Sciences... Illustrative purposes only Prize in Economic Sciences winner and New Keynesian New York Times Paul... Basic information about the offering and the company of market volatility changes to their positions in UHS, the have... The novel coronavirus outbreak tanked markets these positions over time allocation, sector weightings and top holdings and Key information... American investor and hedge fund managers who moved their residence and operations to Florida view top holdings Anfield... $ 1.3 billion in assets under management ( AUM ) under management ( AUM ) a... A good investment, especially during periods of market volatility • Miami, FL hedge! Bet Help Trigger 'Black Swan ' stock Swoon made 20 % in August 2015 the! Funds with 1.3 billion in assets capital LLC ’ s stock after selling 248 shares during the period Bet. Since the inception of the larger private funds and have approximately $ 2.15 billion in assets under (... Financial executives and hedge fund posted a 4,144 % return last quarter after the novel coronavirus outbreak markets! 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