Gregory R. Lai discusses Affinity Investment Advisors, LLC and the Affinity Small Cap Core Fund. Mr. Lai combines the best of quantitative and qualitative analysis into a systematic investment approach. The goal is to identify companies with positive changes in fundamentals that can be bought at reasonable or inexpensive prices. In most cases, according to Mr. Lai, those changes in fundamentals will manifest in positive changes in earnings and revenue. In addition, he believes risk management is as important as finding great companies. Mr. Lai aims to be sector-neutral because emotional responses make it difficult to time sectors.
Full interview available here.
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