Investment
Strategies
Affinity currently offers investors U.S. equity strategies spanning the market capitalization range, as well as international and global equity. Clients gain from an experienced and collaborative collection of individuals with decades of experience managing the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients.
Core Equity
Launched July 1, 1992
The Large Cap Core Equity strategy seeks to outperform the broad large cap market as measured by the S&P 500 Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to their peers over the long term. This strategy’s sector profile and market capitalization mirror the weightings of the benchmark.
Value Equity
Incepted February 1, 1993
The Large Cap Value Equity strategy seeks to outperform large capitalization value stocks as measured by the Russell 1000 Value Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to their peers over the long term. This strategy’s sector profile and market capitalization mirror the weightings of the benchmark.
Growth Equity
Incepted August 1, 2003
The Large Cap Growth Equity strategy seeks to outperform large capitalization growth stocks as measured by the Russell 1000 Growth Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to their peers over the long term. This strategy’s sector profile and market capitalization mirror the weightings of the benchmark.
Midcap Equity
Incepted September 1, 2010
The Midcap Core Equity strategy seeks to outperform the Russell Midcap Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to their peers over the long term. This strategy’s sector profile and market capitalization mirror the weightings of the benchmark.
Small Cap Equity
Incepted April 1, 2003
The Small Cap Core Equity strategy seeks to outperform the Russell 2000 Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to their peers over the long term. This strategy’s sector profile and market capitalization mirror the weightings of the benchmark.
International Equity/ADR
Incepted January 1, 2015 / March 1, 2019
The International Equity strategy seeks to outperform the broad international equity market as measured by the MSCI EAFE Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to their peers over the long term. This strategy’s sector profile and market capitalization mirror the weightings of the benchmark.
Mega Cap Equity
Incepted February 1, 2007
The Mega Cap Equity strategy seeks to outperform the mega cap equity market as measured by the S&P 100 Index. The objective is to grow capital by investing in companies that exhibit undervaluation and improving fundamentals relative to their peers over the long term. This strategy’s sector profile and market capitalization mirror the weightings of the benchmark.
Global Equity
Incepted January 17, 2018