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Affinity Investment Advisors Named to PSN Top Guns List of Best Performing Strategies for Q1 2024







Media Contact: Gregory Lai, CFA

Affinity Investment Advisors, LLC

(949) 251-2358 


Affinity Investment Advisors, LLC Named to PSN Top Guns List of Best Performing Strategies for 1Q 2024Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.

 

Newport Beach, CA —May 21, 2024— Affinity Investment Advisors, LLC announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for 1Q 2024.  The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

 

“PSN Top Guns award winners are honored for exceptional performance. Showcasing these strategies within a dedicated peer universe provides essential insight for advisors, institutions, plan sponsors, family offices and wealth managers interested in incorporating SMAs into their clients’ portfolios,” says Nick Williams, Product Manager of PSN at Zephyr. “It is because of this that this quarter marks the first time that PSN Top Guns is now openly accessible.”

 

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-Harley funds, endowments, foundations, and high net worth clients.

 

“It’s exciting to be a PSN Top Gun and it’s a testament to our process and people. There is immense potential for value added performance in parts of the market like Value and Mid Cap as our results confirm. Experience matters in this new market environment and during these volatile times, I am especially proud of our team.” – Greg Lai, CEO & Lead Portfolio Manager.

 

Through a combination of PSN’s proprietary performance screens, PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.

 

Affinity’s Value Equity strategies was named Top Gun 1 Star, meaning our Value Equity had one of the top ten returns for the quarter in their respective strategy.


Affinity's Mid Cap Equity strategy was named Top Gun 1, 2, and 3 Star rating, meaning our Mid Cap strategy had one of the top ten returns for the quarter, one-year, and three-year periods in their respective strategy.


Affinity’s PSN Top Guns Products for 1Q 2024 include:

Value Equity NW - 1 Stars -  Large Value Universe

Mid Cap Equity - 1 Stars - Mid Core Equity Universe

Mid Cap Equity - 2 Stars - Mid Core Equity Universe

Mid Cap Equity - 3 Stars - Mid Core Equity Universe


The Value Equity and Mid Cap Equity seek to outperform their respective benchmarks. 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.


 

About Affinity Investment Advisors, LLC

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.


For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at PSNdata@informais.com  Visit PSN online to learn more.





PSN Top Guns Press Release 1Q 2024 (002)
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**On May 21, 2024, Affinity was the PSN Top Guns status within Zephyr's PSN manager database for 1Q 2024. PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. Bull & Bear rankings highlight strategies that perform well in both up and down markets. Distinct rankings are created for Separate Accounts, Managed Accounts and Managed ETF products. The PSN top gun award received in January and May for 2024 was tabulated by Zephyr. Affinity did not pay to be a part of the ranking, but did pay a fee to purchase a copy of the ranking to be used herein.

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