Our objective for our investment philosophy is to achieve consistently superior returns relative to the client-selected benchmark with a similar
risk profile.
At Affinity, we believe
- That capital markets are highly, but not completely, efficient
- Investment anomalies persist that affect stock returns
- A quantitative strategy exploiting these inefficiencies may generate excess returns
- It is crucial to manage risk relative to the benchmark
- Consistent excess returns may be achieved by executing a disciplined approach that addresses both risk and return
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.