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 09/30/16. The fund's latest filing disclosed 272MM in positions, representing 109% of the manager's regulatory AUM.

VERITY & VERITY LLC StockAlpha

-0%
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 & VERITY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 2.99% Health -5.3% -0.02% 0 34%
NVS 2.82% Health -13.1% -0.24% 0 8%
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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...
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VERITY & VERITY LLC Portfolio Concentration

VERITY & VERITY LLC Location

2015 BOUNDARY STREET
3RD FLOOR
BEAUFORT, South Carolina
UNITED STATES, 29902

VERITY & VERITY LLC Contact Information

Phone Number: 843-379-6661
Fax Number: 843-379-6664
Website:

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Disclaimer

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