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Affinity Investment Advisors Named to PSN Top Guns List of Best Performing Strategies for Q4

Updated: May 30

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 Q4 2023 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies

Newport Beach, CA— February 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 Q4 2023. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

“As the needs and viewpoints of investors are becoming more diverse, investment advisors must incorporate strategies capable of being customized to their client’s goals. SMA strategies are becoming increasingly important as an efficient tool to provide custom investment solutions for portfolios of all sizes and have seen asset growth of over 19% in 2023. It is also increasingly important for managers to Identify quality SMA strategies Zephyr PSN has been helping advisors find quality products for 40 years and achieving Top Gun status confirms that Affinity Investment Advisors, LLC has outperformed their peers in a meaningful way.” Said Nick Williams Product Manager of PSN at Zephyr.

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 Growth as our results confirm. Experience matters in this new market environment and during these volatile times, I am especially proud of the Bull/Bear designation that highlights our upside/downside capture.” – Greg Lai, CEO & Lead Portfolio Manager.

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

Affinity’s Growth Equity strategies was named Top Gun Bull & Bear Masters rating, meaning our Growth Equity had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.

Affinity's International EAFE strategy was named Top Gun 4 Star rating, meaning our International EAFE strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.

Affinity’s PSN Top Guns Products for 4Q 2023 include:

Growth Equity - Bull/Bear - Large Growth Universe

International - 4 Stars - EAFE Universe

The Growth Equity and International 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 Visit PSN online to learn more.

PSN Top Guns Press Release 4Q 2023
Download DOCX • 67KB

**On February 21, 2024, Affinity was the PSN Top Guns status within Zephyr's PSN manager database for 4Q 2023. 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 June and September for 2023 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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