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 June 30, 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 January 31, 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 July 31, 2004

The Large Cap Growth Equity 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 August 31, 2010

The Midcap Core Equity 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 March 31, 2003

The Small Cap Core Equity 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

Incepted January 2, 2015

The International Equity 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 December 31, 2006

The Mega Cap Equity 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

Affinity offers a Global Equity strategy in an Exchange Traded Fund (ETF) vehicle. More information is available by visiting Regents Park Funds’ website or contacting them by phone at 866-866-4848.

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