VERITY ASSET Overview

Verity Asset Management Inc. is an investment advisor that manages 416.5 MM dollars in regulatory AUM and has 32 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 107MM in positions, representing 26% of the manager's regulatory AUM.

VERITY ASSET StockAlpha

-4.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VERITY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MINT 7.74% ETF 0.31% -0.08% 0 2%
BKLN 5.57% ETF 1.14% -0.03% 0 3%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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VERITY ASSET Founders and Key Employees

Name Title In Position Since
Gordon T. Wegwart President/Chief Investment Officer September-1996
Sean J. Mcgill Vice President September-1996
Amy L. Simonson Vice President/Finance And Operations July-1996
Jeff A. Munsey Vice President July-1996
Steven C. Butz Chief Compliance Officer July-2014

VERITY ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

VERITY ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
INVESTMENT STRATEGIES

We use the following strategies in managing client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations:

Asset Allocation. Asset allocation is an investment strategy that seeks to balance risk and reward by diversifying a portfolio across multiple asset classes, such as stocks, bonds, and cash, rather than focusing primarily on individual security selection. It focuses on general movements in complete markets or market sectors rather than on performance of individual securities.

Tactical Asset Allocation. Tactical asset allocation is an active version of the strategy that seeks to improve risk adjusted returns by modifying the allocation mix to benefit from market pricing anomalies and/or market trends.Although this strategy is ...
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VERITY ASSET Portfolio Concentration

VERITY ASSET Location

280 S. MANGUM STREET
SUITE 550
DURHAM, North Carolina
UNITED STATES, 27701

VERITY ASSET Contact Information

Phone Number: 919-490-6717
Fax Number: 919-489-8939
Website:

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