Posts by Affinity

Commentary | 2Q 2016

While the market’s rise in the second quarter was not robust, it did reflect underlying optimism on the part of US investors. The preliminary data pertaining to real GDP growth in the recent quarter suggest the growth rate was about 2.5%. The 2.5% represents an increase from the less than 1% real growth in the…

Read More

Commentary | 1Q 2016

In the first quarter of 2016, the rise of the market as represented by the S&P 500 Index, generated a return of 1.4%. The market’s modest rise took place against a background of diminished expectations. During the quarter, the consensus expectation for economic growth for the remainder of 2016 was reduced. Consistent with the revised…

Read More

Affinity Investment Advisors Hires Director, Marketing & Business Development to Broaden its Institutional Reach

Affinity Investment Advisors, an Irvine, Calif.- based leading independent investment advisor, announced the addition of Steven Spare as Director, Marketing & Business Development to lead revenue growth and increase distribution of Affinity’s investment strategies across institutional, broker-dealer, and RIA channels. Spare’s 20+ years of experience in the financial advisory business and positive attitude have provided…

Read More

Commentary | 4Q 2015

In the fourth quarter, the rise of the market as represented by the S&P 500 Index, brought the market close to a positive return for the entire year. With the inclusion of dividends, the Index achieved a small positive return for 2015. The Index’s rise seemed unrelated to any improvement in the economic environment, or…

Read More

Q3 2015 Commentary

The decline in the stock market reflected concerns about both real and imagined threats to the US economy and corporate profits. Among those threats was an anticipated 25 basis points increase in the Fed Funds rate. Market participants have been waiting for this modest rate increase for more than a year. Each time it appears…

Read More

Q2 2015 Commentary

The puzzling economic data for the first quarter weighed on the market. Almost six years after the beginning of the economic recovery following the last recession, real GDP declined. This pattern of growth is unusual, and called into question the viability of the current economic recovery. Economic growth is expected to resume in the second…

Read More

Q1 2015 Commentary

The market managed a small advance in the first quarter in the face of reduced expectations for near term real GDP growth and an anticipated decline in corporate profits in the quarter. With the market’s valuation no longer below average, this new set of expectations was able to impede the market’s progress and increase volatility.…

Read More

Emerging Manager Award Winner 2014

Affinity Investment Advisors, LLC earns the Mid Cap Manager Of The Year award for it’s annual performance and overall management of its Mid Cap Equity strategy. Awards were given by Emerging Manager Monthly and finalists were selected using a quantitative screening process in conjunction with eVestment.

Read More

Q4 2014 Commentary

The rise in the stock market was consistent with the continuation of a favorable economic environment and a modest improvement in corporate profits. The growth of real GDP continued into the fourth quarter, albeit at a slower pace than that of the third quarter. Interest rates remained low, inflation was well contained, and it appears…

Read More

Affinity Investment Advisors, LLC Adds to Board of Advisors

Gregory R. Lai, Principal and Lead Portfolio Manager, Affinity Investment Advisors, LLC has announced the addition of the following business leaders to its Board of Advisors: Gary Matus, member of RSR Partners’ Consumer Goods and Services Practice and Financial Services Practice;  Andrew J. Policano, Dean’s Leadership Circle Endowed Professor of Economics/Public Policy and Academic Director…

Read More