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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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Global Equity

Incepted January 17, 2018