Affinity Investment Advisors Named to PSN Top Guns List of Best Performing Strategies for Q2 2025
- affinity
- Aug 20
- 3 min read
Updated: Aug 21
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 Q2 2025
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Newport Beach, CA —August 19, 2025 — 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 Q2 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
"Q2 2025 combined unprecedented volatility with surprising resilience, requiring managers to demonstrate conviction and agility," says PSN Product Manager Nick Williams. "PSN Top Guns managers excelled by navigating significant market leadership shifts, maintaining discipline during turbulence while capitalizing on opportunities. Their performance highlights the distinct value of active management in SMAs as markets responded to evolving economic conditions and policy changes."
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.
“We don't take it for granted, and are honored to be again 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 Intl and Mid Cap as our results confirm. These current awards highlight our long record of success and can't be more proud of our team. Today's market is rewarding commitment to process.” – Greg Lai, CEO & Lead Portfolio Manager.
Through a combination PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.
Mid Cap Equity Top Gun 4 Stars Mid Cap Universe
Mid Cap Equity Top Gun5 Stars Mid Cap Universe
Mid Cap Equity Top Gun 6 Stars Mid Cap Universe
Mid Cap Equity Top Gun Bull/Bear Mid Core Equity Universe
Mid Cap Equity Top Gun 1 QTR Mid Core Equity Universe
Mid Cap Equity Top Gun 1 Year Mid Core Equity Universe
Mid Cap Equity Top Gun 3 Year Mid Core Equity Universe
Mid Cap Equity Top Gun 4 Stars Mid Core Equity Universe
Mid Cap Equity Top Gun 1 Year US Core Universe
Affinity Intl Top Gun Bull/Bear EAFE Universe
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. 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. PSN Mid-Year Outlook provides insight and trends about the SMA industry. You can view in online here.
Visit PSN online to learn more.
**On August 19, 2025, Affinity was the PSN Top Guns status within Zephyr's PSN manager database for 2Q 2025. 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 awards received in April and August for 2025, as in previous years, 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.