Verity U.S. Treasury Fund Investor Class · NASDAQ:USTVX
Verity U.S. Treasury Fund Investor Class — Verity Asset Management — Investor Presentation (November 2014)
11 slides from Verity U.S. Treasury Fund Investor Class's investor presentation, November 2014
Slide 1: Verity Income Strategies
Verity Income Strategies November 2014
Slide 2: Introduction to Verity Income Strategies
Introduction to Verity Income Strategies Alternative Income Solutions Verity Asset Management Income Strategies seek to provide alternative investment Strategies income solutions designed to diversify and mitigate risk, including equity risk, credit risk and interest rate risk, within an investor’s
Slide 3: What’s Next for Income Investors?
What’s Next for Income Investors? Declining interest rates have resulted in increasing bond prices Declining interest rates have been the key driver of fixed income returns. Traditional fixed income has benefited greatly from these declining yields. 10.0 30-Year Treasury Bond 10-Year Treasury Bond 8
Slide 4: Seek Income Protection & Capital Appreciation
1| Seek Income Protection & Capital Appreciation Alternative Income Strategies have outperformed Historically, alternative income strategies have often outperformed traditional long-only fixed income, providing potential for both capital appreciation and enhanced yields. 20 HFRI RV: Yield Alternativ
Slide 5: Expand the Income Landscape
2| Expand the Income Landscape Expanding the investor’s search for yield A wider set of opportunities beyond traditional income sectors can provide higher yields along with meaningful diversification. Traditional Sources of Income Non-traditional (Alternative) Income Long-Term Inflation = 3.0% Sourc
Slide 6: Diversify Income Opportunities
3| Diversify Income Opportunities Flexible investment strategy Verity Income Strategies seek to invest in the best income opportunities across all asset classes. Each Portfolio is constructed to invest across three core strategies: Traditional Fixed Income, Traditional Equity Income, and Non-Traditi
Slide 7: Enhanced Income Strategy
Enhanced Income Strategy Portfolio description The Verity Enhanced Income Portfolio is an actively managed enhanced cash strategy that seeks income and total return opportunities by investing predominantly in short-duration securities just beyond the reach of money market funds. The Portfolio explor
Slide 8: Opportunistic Income Strategy
Opportunistic Income Strategy Portfolio description The Verity Opportunistic Income Portfolio invests flexibly across a broad range of income-generating securities, including stocks, enabling it to seek the best opportunities in the prevailing market environment, wherever they are found. The Portfol
Slide 9: Accomplished Leadership
Accomplished Leadership Verity’s investment team has a long history of managing risk with a focus on capital preservation, effectively navigating turbulent markets and compounding investor capital. Brad Corbett, Portfolio Manager Gordon Wegwart, CIO 17 years of experience investing across stressed/
Slide 10: Verity Income Strategies
Verity Income Strategies The Portfolio will be primarily invested in diversified sectors in the fixed income markets (including government securities, corporate bonds, high yield bonds, and mortgage and asset-backed securities) and income producing stocks. The portfolio may also at various times own
Slide 11: Verity Income Strategies – 11102014
Verity Income Strategies – 11102014
Verity Asset Management — Investor Presentation (November 2014) on 6ix