INTERNATIONAL

INTERNATIONAL

With a strong 23 year US track record, Affinity launched its first international strategy in January of 2015 in response to demand from existing clients. The strategy seeks to outperform the MSCI EAFE over a complete market cycle by investing in companies that exhibit improving fundamentals and attractive valuations. The strategy’s sector and region exposures closely mirror those of the MSCI EAFE. The forward P/E and trailing 12 month P/E of the portfolio are lower than its respective benchmark. The bulk of the portfolio’s active risk arises from stock specific risk factors. The strategy targets an annual turnover of approximately 40%, and holds between 50 and 70 securities at any one time.

Strategy Information

Intl-Strategy1

With a strong 23 year US track record, Affinity launched its first international strategy in January of 2015 in response to demand from existing clients. The strategy seeks to outperform the MSCI EAFE over a complete market cycle by investing in companies that exhibit improving fundamentals and attractive valuations. The strategy’s sector and region exposures closely mirror those of the MSCI EAFE. The forward P/E and trailing 12 month P/E of the portfolio are lower than its respective benchmark. The bulk of the portfolio’s active risk arises from stock specific risk factors. The strategy targets an annual turnover of approximately 40%, and holds between 50 and 70 securities at any one time.

Strategy Information

Intl-Strategy1

With a strong 23 year US track record, Affinity launched its first international strategy in January of 2015 in response to demand from existing clients. The strategy seeks to outperform the MSCI EAFE over a complete market cycle by investing in companies that exhibit improving fundamentals and attractive valuations. The strategy’s sector and region exposures closely mirror those of the MSCI EAFE. The forward P/E and trailing 12 month P/E of the portfolio are lower than its respective benchmark. The bulk of the portfolio’s active risk arises from stock specific risk factors. The strategy targets an annual turnover of approximately 40%, and holds between 50 and 70 securities at any one time.

Strategy Information

Intl-Strategy1