VERITY & VERITY LLC Overview
Verity & Verity Llc is an investment advisor that manages 249.2 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 03/31/18. The fund's latest filing disclosed 372MM in positions, representing 149% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/18. The fund's latest filing disclosed 372MM in positions, representing 149% of the manager's regulatory AUM.
VERITY & VERITY LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VERITY & VERITY LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.11% | Tech | 13.92% | 0.04% | 0 | 42% | ||
| JPM | 3.01% | Financials | -1.45% | -0.07% | 0 | 32% | ||
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FEATURED IN
VERITY & VERITY LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William W. Verity | Managing Member/President/Director | February-2002 |
| David R. Ryder | Member | May-2002 |
| Paula M. Verity | Chief Compliance Officer | February-2002 |
| Jonathan G. Verity | Member | January-2006 |
| Charles C. Anderson | Member | October-2013 |
VERITY & VERITY LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VERITY & VERITY LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value. The risk of fundamental analysis is that information obtained may
be incorrect and the analysis may not provide an accurate estimate of earnings, which may be
the basis for a stock's value. If securities prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable performance.
• Technical Analysis - involves studying past pri...
Unlock Full Investment Process Description
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:
• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value. The risk of fundamental analysis is that information obtained may
be incorrect and the analysis may not provide an accurate estimate of earnings, which may be
the basis for a stock's value. If securities prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable performance.
• Technical Analysis - involves studying past pri...
Unlock Full Investment Process Description
VERITY & VERITY LLC Portfolio Concentration
VERITY & VERITY LLC Location
2015 BOUNDARY STREET
3RD FLOOR
BEAUFORT, South Carolina
UNITED STATES, 29902
3RD FLOOR
BEAUFORT, South Carolina
UNITED STATES, 29902
VERITY & VERITY LLC Contact Information
Phone Number: 843-379-6661
Fax Number: 843-379-6664
Website: http://www.verityvip.com
Fax Number: 843-379-6664
Website: http://www.verityvip.com
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Disclaimer
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