Verity U.S. Treasury Fund Investor Class · NASDAQ:USTVX
Verity U.S. Treasury Fund Investor Class — Verity Investments — Investor Presentation (August 2024)
7 slides from Verity U.S. Treasury Fund Investor Class's investor presentation, August 2024
Slide 1: Tactical All Asset Strategy
V4 verry Tactical All Asset Strategy
Slide 2: Tactical Allocation
Tactical Allocation Most approaches to personal investing begin with a focus on the manner in which assets are allocated. There are two basic styles of asset allocation: • Strategic Asset Allocation - Traditional strategic asset allocation sets target percentages for various asset classes, such as d
Slide 3: Principles and Practices – Seeking Growth
Principles and Practices – Seeking Growth Our investing principles and practices have evolved over time, shaped by insights gained from investing over many market cycles and conditions. In our selection process, we pay primary attention to two factors: o Fundamentals – o Trends – Price is always the
Slide 4: Principles and Practices – Managing Risk
Principles and Practices – Managing Risk It is difficult to achieve your goals if your accounts repeatedly suffer major declines in value. The steps we may take to manage risk include: Monitoring Correlations – Careful Monitoring of Markets Low and Investments– Correlations To reduce portfolio volat
Slide 5: A Portfolio Illustration
A Portfolio Illustration Portfolio Structure In our Tactical All Asset Strategy, the specific selection of asset classes , and their weightings, will vary considerably over time. Only asset classes currently favored by the investment team will be included at any given time. The chart below provides
Slide 6: Members of the Management Team bring a considerable depth of experience
Members of the Management Team bring a considerable depth of experience. Gordon Wegwart – Chief Investment Officer As Chief Investment Officer, developed the firm’s proprietary tactical allocation and risk management strategies between 1998 and 2001 and has led the evolution and application of those
Slide 7: The strategy may be allocated at various times among domestic and foreign equity and debt
The strategy may be allocated at various times among domestic and foreign equity and debt, emerging and frontier markets equity and debt, commodities, real estate, foreign currency, short equity and debt funds, and various other types of exchange-traded securities. Securities may be selected from op
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