Affinity Investment Advisors’ unique approach to portfolio management is reflected in the products we offer. We’re able to manage to any domestic benchmark: Value, Growth, and Core with an emphasis on any capitalization including Small, Mid, Large, Mega, and All Cap. We also offer customized investment strategies to our clients based on their investment policy needs. Our goal is to achieve consistently superior returns relative to the client-selected benchmark with a similar risk profile.
Below we’ve listed highlights of some of our strategies. To learn more, contact Steve Figliozzi at (949) 251-2361 or steve.figliozzi@affinityinvestment.com.
Core: Large Cap Core, our flagship strategy, was incepted in 1992. It is measured against the S&P 500 Index. The strategy’s sector profile and market capitalization, closely mirror the weighting of the S&P. The forward P/E and the trailing 12 month P/E of the portfolio is lower than the S&P. Dividend yield is historically higher than the benchmark. Turnover is approximately 40 to 45 percent annually. Average number of securities in the portfolio is 45 to 55. As of September 30, 2011, the Core Strategy has outperformed its benchmark 1, 5, 10 year and since inception.
We also manage these Core Strategies: Mega Cap, All Cap, Mid Cap, Small Cap.
Value: Our Large Cap Value strategy was incepted in 1993. The strategy is measured against the Russell 1000 Value Index. The strategy’s sector profile and market capitalization, closely mirror the weightings of the benchmark. The forward P/E and the trailing 12 month P/E of the portfolio is lower than the S&P. Dividend yield is historically higher than the benchmark. Turnover is approximately 40 to 45 percent annually. Average number of securities in the portfolio is 45 to 55. As of September 30, 2011, the Value Strategy has outperformed its benchmark over MRQ, YTD,1, 3, 5, 10 year and since inception.
Growth: Large Cap Growth was incepted in 2004. The strategy is measured against the Russell 1000 Growth Index. The strategy’s sector profile and market capitalization, closely mirror the weightings of the benchmark. The forward P/E and the trailing 12 month P/E of the portfolio is lower than the S&P. Dividend yield is historically higher than the benchmark. Turnover is approximately 40 to 45 percent annually. Average number of securities in the portfolio is 45 to 55. As of September 30, 2011, the Growth Strategy has outperformed its benchmark over the YTD, 7 year and since inception.