Anfield Capital Management is excited to announce the launch of a sub-advised mutual fund managed by Affinity Investment Advisors, a group of investment professionals whom Anfield has collaborated with for many years. Anfield Capital Management is now the advisor to the Affinity Small Cap Fund (I share symbol: AISQX). The fund is in the process of being added to all the major custodial platforms and leading independent broker dealers, and should be available for purchase in the coming weeks.
The Affinity Small Cap Fund was born out of the crossroads of both active and passive investing. Essentially, the Affinity team has learned through the years that information matters in active investing. Conversely, if you are looking at a passive investment, information doesn’t matter as much. With an active investment, you can apply knowledge, intelligent research and a systematic process, and if all of it falls into place, you can beat the benchmark consistently.
What Affinity has figured out is that a hybrid approach works; something that takes the best of passive and the best of active, and combines those two things into something of constructive output.
Anfield looks forward to expanding on Affinity’s unique and compelling offering.
Affinity Investment Advisors, LLC is an employee owned, independent money manager founded in 1992 and headquartered in Irvine, CA. The firm manages approximately $1.5 billion in domestic and international equity portfolios against core, growth, and value benchmarks for a diverse slate of institutional investors including corporate pension funds and foundations. Affinity’s commitment to a robust, consistent, and disciplined process has contributed to their longevity and experience over multiple market cycles. For more information, please visit www.affinityinvestment.com.
Mutual Funds involve risk, including possible loss of principal. The Sub Adviser has a limited history of managing mutual funds for investors to evaluate. The Sub Adviser’s reliance on its strategy and judgments about the attractiveness, value and potential appreciation of particular securities may prove to be incorrect and may not produce the desired results. The price of small capitalization company stocks may be subject to more abrupt market movements than larger, more established companies in general. The fund can have a higher portfolio turnover that can result in higher transactional costs and may result in higher taxes when the Funds shares are held in a taxable account.
Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Affinity Small Cap Equity Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 866-345-0588. The prospectus should be read carefully before investing. The Affinity Small Cap Equity Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC.
For Institutional Use Only, Not For Retail Investor Use.