Verity Opens Top Ranked Small-Mid Cap Value Portfolio to Public Investors
Small-Mid Cap Value Receives "Top Gun" and "Best of the Best" Recognition From PSN Informa
(firmenpresse) - DURHAM, NC -- (Marketwire) -- 12/13/11 -- has been ranked the for the one year period ending 9/30/2011 in both the Small-Mid Value (#1 out of 59 portfolios) and the Small Cap Value (#1 out of 232 portfolios) universes by PSN Informa, one of the largest separately managed account databases. It also ranked in the top six in the Small Cap, Small-Mid Cap, and the overall US Value universes.
"The portfolio is approaching a 3-year track record, and the results have been consistently strong," says portfolio manager Steve Lewis. "We feel that investors can benefit from this approach, even during these volatile times, as a key equity component in their overall portfolios."
"This strategy has been a leader in its peer group, and we feel the time is right to open it to more investors," says CIO Gordon Wegwart.
The strategy is led by Steve Lewis, who brings nearly 25 years of investment experience to the development of the security selection process used in managing this portfolio. Steve has been a member of Verity's investment management team since 2006. Previously, Steve worked for Dreyfus and JPMorgan Chase, and also managed the Global Navigator Fund L.P., a hedge fund.
PSN Informa is a service of Informa Investment Solutions (IIS), the investment industry's leading premier provider of online applications and outsourced services, including data management and performance measurement. For more information on Informa Investment Solutions, visit .
All investing involves risk of loss, and past performance provides no guarantee of future results.
Verity Asset Management, Inc. is an SEC-Registered Investment Adviser that provides investment advisory services encompassing multiple lines of business, including: (1) Comprehensive account management for Individual Investors; (2) Consulting and investment advisory services to Retirement Plan Sponsors, with expertise in both the educational tax-exempt and corporate 401(k) plans markets; (3) Institutional Account management, with a focus on small endowments and foundations; and (4) Investment Adviser Solutions, providing turnkey account management platforms for other advisory firms.
Established in 1996, Verity has over 25 investment advisory personnel in 5 branch locations. Verity maintains headquarters at Diamond View II overlooking the Durham Bulls Athletic Park in Durham's historic American Tobacco Historic District.
Contact:
Steve Lewis
(919) 354-3069
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Datum: 13.12.2011 - 17:52 Uhr
Sprache: Deutsch
News-ID 96602
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DURHAM, NC
Kategorie:
Commercial & Investment Banking
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