SMALL CAP EQUITY

In 2005, Small Cap Core was launched as Affinity’s track record of success was extended into the Small Cap space. This strategy is measured against the Russell 2000 Index and further captures performance “alpha” in the small 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 strategy, the strategy seeks to identify unique small companies that exhibit undervaluation and positive changes in both earnings and revenue expectations. Additional fundamental research rounds out the analysis of these under followed or new entrants while maintaining strict attention to risk management. It is in this small cap segment that potential to add “alpha” through use of a systematic approach is greatest.

Strategy Information

SmallCap_Equity

In 2005, Small Cap Core was launched as Affinity’s track record of success was extended into the Small Cap space. This strategy is measured against the Russell 2000 Index and further captures performance “alpha” in the small 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 strategy, the strategy seeks to identify unique small companies that exhibit undervaluation and positive changes in both earnings and revenue expectations. Additional fundamental research rounds out the analysis of these under followed or new entrants while maintaining strict attention to risk management. It is in this small cap segment that potential to add “alpha” through use of a systematic approach is greatest.

Strategy Information

SmallCap_Equity

In 2005, Small Cap Core was launched as Affinity’s track record of success was extended into the Small Cap space. This strategy is measured against the Russell 2000 Index and further captures performance “alpha” in the small 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 strategy, the strategy seeks to identify unique small companies that exhibit undervaluation and positive changes in both earnings and revenue expectations. Additional fundamental research rounds out the analysis of these under followed or new entrants while maintaining strict attention to risk management. It is in this small cap segment that potential to add “alpha” through use of a systematic approach is greatest.

Strategy Information

SmallCap_Equity