John Anthony Allison

Chief Executive Officer at

Unio Holdings LLC

Finance

Consumer Services

Profile

Mr. John A. Allison is a Chief Investment Officer at Unio Capital LLC and a President & Chief Executive Officer at Unio Holdings LLC.
He founded Unio Capital in 2012.
He serves as CEO and Chief Investment Officer with overall responsibility for portfolio management.
He has over 30 years of investment experience managing funds for institutional and high-net-worth clients.
Prior to founding Unio, Mr. Allison was Chairman and CEO of WP Stewart Asset Management, which managed roughly $15 billion in global equity portfolios.
He was instrumental in globalizing the firm, growing its assets from $5 billion to $15 billion, and taking it public on the NYSE in 2000.
He began his career as an institutional investment portfolio manager at Morgan Stanley Asset Management, where he managed emerging growth equities and large-cap balanced accounts for sovereign wealth funds and institutions.
He later purchased and developed a high-net worth individual money-management firm, Auchincloss & Lawrence before merging it with WP Stewart.
He earned his BA from Princeton University, and an MA & MPhil from Columbia University.

John Anthony Allison active positions

Companies	Position	Start
Unio Holdings LLC Unio Holdings LLC Investment ManagersFinance Provides asset management services	Chief Executive Officer	-
Unio Capital LLC Unio Capital LLC Investment ManagersFinance Unio Capital manages an unconstrained equity strategy with an emphasis on deep-dive research and high concentration. The firm seeks to produce consistent idiosyncratic-driven excess return via a balanced portfolio that does not rely on factor-bias to outperform. Their investment process across all strategies consists of a combination of bottom-up fundamental research and a systematic valuation methodology that links security analysis to macroeconomic analysis.	Chief Executive Officer	01/01/2012

All active positions of John Anthony Allison

Former positions of John Anthony Allison

Companies	Position	End
Auchincloss & Lawrence, Inc. Auchincloss & Lawrence, Inc. Investment ManagersFinance Profile Unavailable.	Corporate Officer/Principal	31/10/1995
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.	Portfolio Manager-Equities	31/12/1989
W. P. Stewart & Co. Ltd. (Bermuda) W. P. Stewart & Co. Ltd. (Bermuda) Investment ManagersFinance WP Stewart's goal is to double the value of their clients' investments every five years. They conduct in-house research on every company they select, developing their investment research information from a variety of sources, both external and internal. They visit these companies regularly, contact managements frequently and talk to competitors, customers and suppliers. While one analyst has the primary responsibility for each company, information is often gathered by other analysts and is always shared by all. Central to their analytic process is a valuation method that is used to determine the intrinsic value of the shares of each of the companies they follow. This appraisal technique systematically examines all relevant factors such as quality of assets, ability to finance growth, strength of product line, capability of management and inflation adaptability. WP Stewart invests primarily in the stocks of US large-cap companies in the retail, health technology and electronic technology sectors.	Director of Research - Equity	-

See the detail of John Anthony Allison's experience

Training of John Anthony Allison

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of John Anthony Allison's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	7
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.	Finance
W. P. Stewart & Co. Ltd. (Bermuda) W. P. Stewart & Co. Ltd. (Bermuda) Investment ManagersFinance WP Stewart's goal is to double the value of their clients' investments every five years. They conduct in-house research on every company they select, developing their investment research information from a variety of sources, both external and internal. They visit these companies regularly, contact managements frequently and talk to competitors, customers and suppliers. While one analyst has the primary responsibility for each company, information is often gathered by other analysts and is always shared by all. Central to their analytic process is a valuation method that is used to determine the intrinsic value of the shares of each of the companies they follow. This appraisal technique systematically examines all relevant factors such as quality of assets, ability to finance growth, strength of product line, capability of management and inflation adaptability. WP Stewart invests primarily in the stocks of US large-cap companies in the retail, health technology and electronic technology sectors.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Auchincloss & Lawrence, Inc. Auchincloss & Lawrence, Inc. Investment ManagersFinance Profile Unavailable.	Finance
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Unio Capital LLC Unio Capital LLC Investment ManagersFinance Unio Capital manages an unconstrained equity strategy with an emphasis on deep-dive research and high concentration. The firm seeks to produce consistent idiosyncratic-driven excess return via a balanced portfolio that does not rely on factor-bias to outperform. Their investment process across all strategies consists of a combination of bottom-up fundamental research and a systematic valuation methodology that links security analysis to macroeconomic analysis.	Finance
Unio Holdings LLC Unio Holdings LLC Investment ManagersFinance Provides asset management services	Finance