PHILOSOPHY & PROCESS

PHILOSOPHY & PROCESS

Philosophy

Our investment philosophy has allowed us to persevere and prosper through the volatility and ever-changing fashions of investing styles. Affinity seeks to identify and invest in attractively-valued businesses whose underlying fundamentals are improving.  We focus on applying an appropriate emphasis on systematic stock selection, comprehensive risk management and disciplined portfolio construction. We generate superior relative returns by employing a time-tested quantitative strategy with a fundamental overlay.

Our Commitment

Our commitment to a robust, consistent, and disciplined process has contributed to our longevity and experience over multiple market cycles.         

Process

The Affinity process emphasizes not just the prospective returns from these businesses, but also their investment risks. We use a time-tested approach that seeks to identify stocks with the greatest expected outperformace in an objective and efficient manner through a quantitative model called the Affinity Score.  The Affinty Score is a quantitative multifactor based upon a combination of independent investment anomalies that have identified stocks with positive excess returns.  It is a model that tends to favor attractively valued stocks with improving expectations and favorable momentum in each of those sectors.

Philosophy

Our investment philosophy has allowed us to persevere and prosper through the volatility and ever-changing fashions of investing styles. Affinity seeks to identify and invest in attractively-valued businesses whose underlying fundamentals are improving.  We focus on applying an appropriate emphasis on systematic stock selection, comprehensive risk management and disciplined portfolio construction. We generate superior relative returns by employing a time-tested quantitative strategy with a fundamental overlay.

Process

The Affinity process emphasizes not just the prospective returns from these businesses, but also their investment risks. We use a time-tested approach that seeks to identify stocks with the greatest expected outperformace in an objective and efficient manner through a quantitative model called the Affinity Score.  The Affinty Score is a quantitative multifactor based upon a combination of independent investment anomalies that have identified stocks with positive excess returns.  It is a model that tends to favor attractively valued stocks with improving expectations and favorable momentum in each of those sectors.

Our Commitment

Our commitment to a robust, consistent, and disciplined process has contributed to our longevity and experience over multiple market cycles.         

The resulting portfolio provides clients with exposure to our best ideas in all sectors along with the appropriate active-share and risk profile.