AFFINITY INVESTMENT Overview

Affinity Investment Advisors Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 15 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 106% of the manager's regulatory AUM.

AFFINITY INVESTMENT StockAlpha

-2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AFFINITY INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 3.48% Energy 1.12% -0.15% 0 29%
JPM 2.97% Financials 25.94% 0.13% 0 35%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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AFFINITY INVESTMENT Founders and Key Employees

Name Title In Position Since
Gregory R. Lai President/Member July-1992
Jeffrey L. Randolph Chief Compliance Officer/Chief Financial Officer/Member July-2002
Jordan M. Floriani Vice President November-2010
Michael A. Petrino Managing Director November-2010

AFFINITY INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

AFFINITY INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ........................................................... 9

Methods of Analysis............................................................................................................................... 9

Investment Strategies ............................................................................................................................ 9

Risk of Loss............................................................................................................................................. 9

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AFFINITY INVESTMENT Portfolio Concentration

AFFINITY INVESTMENT Location

18111 VON KARMAN AVE
SUITE 550
IRVINE, California
UNITED STATES, 92612

AFFINITY INVESTMENT Contact Information

Phone Number: 949-660-6373
Fax Number: 949-251-5666
Website:

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