Posts by Affinity

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.…

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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.

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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…

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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…

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David Sugimoto and Erin Ksenak Join Affinity

Affinity Investment Advisors, LLC, an Irvine, Calif.- based leading independent investment advisor, announced the addition of David H. Sugimoto, CFA and Erin Ksenak as Portfolio Managers with the responsibility of spearheading the launch and distribution of Affinity’s international & global products. David brings more than 30 years of experience in international investing including Senior Portfolio…

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Q3 2014 Commentary

The modest increase in stock prices in the third quarter reflected the net impact of conflicting influences. Positive influences included the favorable rate of economic growth during the quarter, profits edging upward and meeting expectations for the most part, and a growing consensus outlook for economic growth at a greater than 3% annual rate for…

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Q2 2014 Commentary

The outlook for economic growth for the remainder of 2014 became much less clear by the end of the second quarter. The persistent downward revisions in the change in real GDP in the first quarter revealed an economic environment that was weaker than anticipated. At the end of 2013, the consensus economic forecast called for…

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Q1 2014 Commentary

The market produced a modest rise in the most recent quarter in the face of slowing economic growth in the US and overseas, a reduction in the rate of increase in corporate profits, and disturbing political shocks originating in Eastern Europe. Real GDP growth in the US was estimated to be approximately 2% in the…

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