Unison Advisors LLC
Unison Advisors LLC is a U.S.-based investment adviser founded in 2005 by Nir Kaissar, CFA. The firm constructs and manages diversified multi-asset portfolios for institutional and individual clients using an evidence-based and systematic approach to asset allocation. Headquartered in New York, the firm emphasizes data-driven investment selection, low costs, and risk management through broad diversification. Its founder, Nir Kaissar, brings experience from finance, consulting, and law, and also contributes as a columnist to Bloomberg Opinion. Unison Advisors holds hundreds of millions in client assets and is a registered investment adviser with the SEC.
Investment Strategy
Unison Advisors LLC employs an evidence-based, data-driven, and systematic approach to asset allocation. The firm strongly believes in diversification as a key to risk management, spreading investments across various asset classes, geographic regions, and investment styles. Its philosophy emphasizes that valuations drive long-term expected returns, favoring undervalued assets often overlooked by other investors. The firm's focus on low fees and low-turnover portfolios aligns client interests with cost-efficiency, and all investment decisions are guided by academic research and rigorous analysis.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUV | AMERICAN CENTY ETF TR | 10.93% | $97.6M | 1,071,733 | $51.23 | $91.10 | +$4.8M |
A AVDV | AMERICAN CENTY ETF TR | 10.43% | $93.2M | 1,176,012 | $51.89 | $79.28 | +$12.0M |
V VTV | VANGUARD INDEX FDS | 7.58% | $67.7M | 381,746 | $128.96 | $176.74 | +$1.8M |
F FNDE | SCHWAB STRATEGIC TR | 4.91% | $43.9M | 1,330,222 | $26.16 | $33.01 | +$2.4M |
Q QUAL | ISHARES TR | 4.53% | $40.5M | 221,609 | $126.87 | $182.82 | +$4.0M |