Investment Strategies: An Overview of Verity Asset Management's Q3 2022 vs. Q4 2022 Holdings Comparison

Verity Asset Management, Inc. is a reputable firm that caters to investment management for high net worth individuals and institutional investors. In this blog post, we take a look at their Q3 2022 vs. Q4 2022 13F Holdings Comparison and how they are changing their investment strategies.

The CSV above shows the comparison of holdings between Q3 2022 and Q4 2022. One notable trend is the increase in shares on Vanguard Total International Stock Index Fund ETF and Vanguard Small-Cap Value Vipers. The former increased from 39,187 shares to 60,993 shares, while the latter increased from 2,122 shares to 18,008. The value of these holdings for Q4 2022 also increased significantly by 75.9% and 839.8%, respectively.

On the other hand, companies such as Charles Schwab Corp, Inc., and Microsoft Corp recorded a decline in shares, while some companies like Vanguard Value Viper recorded a 100% increase in shares from zero to 17,818 shares.

Verity Asset Management, Inc. has shown a considerable strategic shift in their investment approach. They are selling shares in some companies and increasing their shares in others. This strategy is in line with their goal of earning higher returns on investment by focusing on growth and value stocks.

Companies with high growth potentials such as Apple Inc. and Shockwave Med Inc. saw an increase in shares, while companies that did not perform well in Q4 2022 experienced a decline.

The investment strategy of Verity Asset Management, Inc. seems to be centered on the philosophy that the best way to maximize returns is by combining growth and value strategies. The impressive returns they have recorded in Q4 2022 suggest that their approach is working.

In conclusion, it is essential to note that investment strategies vary from firm to firm. Verity Asset Management, Inc. has found a successful path by combining growth and value strategies. As we approach the new year, it is expected that the firm will continue to review its investment portfolio and adopt strategies that align with their clients' goals for maximum returns.