MID CAP EQUITY

In 2010, Midcap Equity was launched as Affinity’s track record of success was extended into the Midcap space. This strategy is measured against the Russell Midcap Index and further captures performance “alpha” in the mid cap universe. The strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark. In the same tradition as our Core Equity offering, this strategy seeks to identify unique mid-size companies that exhibit undervaluation and positive changes in both earnings and revenue expectations. All products utilize a process that blends both quantitative and fundamental tools to provide a systematic yet pragmatic approach to stock selection.

Strategy Information

MidCapEquity2

In 2010, Mid Cap Core was launched as Affinity’s track record of success was extended into the Mid Cap space. This strategy is measured against the Russell Mid Cap Index and further captures performance “alpha” in the mid cap universe. The strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark. In the same tradition as our Large Core offering, this strategy seeks to identify unique mid-size companies that exhibit undervaluation and positive changes in both earnings and revenue expectations. All products utilize a process that blends both quantitative and fundamental tools to provide a systematic yet pragmatic approach to stock selection.

Strategy Information

MidCapEquity2

In 2010, Mid Cap Core was launched as Affinity’s track record of success was extended into the Mid Cap space. This strategy is measured against the Russell Mid Cap Index and further captures performance “alpha” in the mid cap universe. The strategy’s sector profile and market capitalization closely mirror the weightings of the benchmark. In the same tradition as our Large Core offering, this strategy seeks to identify unique mid-size companies that exhibit undervaluation and positive changes in both earnings and revenue expectations. All products utilize a process that blends both quantitative and fundamental tools to provide a systematic yet pragmatic approach to stock selection.

Strategy Information

MidCapEquity