Q1 2015 Commentary

By Affinity | May 8, 2015

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

By Affinity | Apr 13, 2015

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

By Affinity | Mar 26, 2015

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

By Affinity | Nov 11, 2014

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

By Affinity | Nov 11, 2014

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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Commentary | March 2017

By Affinity | Apr 12, 2017

Quarterly Commentary The market’s ascent in the first quarter continued a trend that began shortly after the November 2016 election.  Market participants seem to be expecting the implementation of new economic policies designed to produce an increased rate of growth for corporate profits as well as the overall economy. The new favored policies are likely…

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Speaker Event: Clyde Prestowitz, founder and President of the Economic Strategy Institute

By Affinity | Apr 5, 2017

Trade has reemerged as a priority in the current Administration. What is the current state of trade, what does the future look like, and how will it impact the US? Clyde Prestowitz will discuss these issues. Mr. Prestowitz is founder and President of the   Economic Strategy Institute. His leadership has propelled ESI into an…

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Commentary | December 2016

By Affinity | Jan 25, 2017

Market Review for 4th Quarter 2016 While the market’s gain was generated entirely after the November elections, there were other factors that helped drive the market higher. In the fourth quarter, markets appeared to be buoyed by an improved outlook for real GDP growth and rising corporate profits. Estimates for real economic growth for the…

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Affinity Investment Advisors, LLC Names Robert Venable, CFA as Chief Operating Officer and Compliance Director

By Affinity | Oct 5, 2016

Affinity Investment Advisors, LLC, an Irvine, Calif.- based leading independent investment advisor, announces the addition of Robert “Bob” Venable to its leadership team as Chief Operating Officer and Compliance Director, a newly created position at the firm. As Chief Operating Officer, Venable will be responsible for oversight and management of investment operations to ensure both…

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Commentary | 2Q 2016

By Affinity | Sep 26, 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…

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