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Partners in Systematic Investing since 1992

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About Us

Founded in 1992, Affinity Investment Advisors, LLC is an independently owned, registered investment advisor based in Newport Beach, California. Affinity utilizes a time-tested investment approach which is repeatable and scalable. Since our founding, our focus has been exclusively on the publicly traded equity markets. We have consistently applied our systematic process to a variety of equity strategies.

Our Vision

To be the absolute best investment management firm as viewed by our clients, employees, and all stakeholders.

Our Mission

To be our clients’ most trusted equity investment manager earned through superior long-term performance, client service excellence, and a firm-wide commitment to integrity and collaboration.

Our Values

Trust is earned by acting ethically, respecting each other, communicating transparently, responding quickly, holding oneself accountable in the pursuit of excellence.

Our Team

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Gregory R. Lai, CFA

Lead Portfolio Manager

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David H. Sugimoto, CFA

Sr. Portfolio Manager

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Michael A. Petrino

Sr. Portfolio Manager


Tianyue "Fiona" Zhang

Associate Portfolio Manager

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Alex Hsiao

COO, Sr. Director

Client Engagement

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Joshua Katz, CFA

CCO, Manager of Investment Operations

Home: Team

Alex Hsiao

Tianyue "Fiona" Zhang

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.

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