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 3Q 2024
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Newport Beach, CA —November 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 Q3 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“Successful investment strategies demand relentless effort, in-depth research, and disciplined execution," says PSN Product Manager Nick Williams. "PSN Top Guns highlights the elite managers and teams whose expertise continues to drive the growth of SMAs in today’s dynamic economic environment.”
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 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.
Affinity’s PSN Top Guns Products for 3Q 2024 include:
Growth Equity - Bull/Bear
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 November 21, 2024, Affinity was the PSN Top Guns status within Zephyr's PSN manager database for 3Q 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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