Public Equity

What is Public Equity?

Public Equity is arguably the most common and recognized asset class in an investor’s portfolio. Effectively, public equity is the stock market. Public equity plays a key role in achieving longer term growth and income objectives but comes with periods of significant volatility.

Affinity Financial Group uses its Portfolio Manager status to build a diverse equity portfolio that uses a mix of active and passive strategies. With an eye for value, we seek a blend of individual stocks, low fee passive strategies and high performing active strategies. In the end, we strive for a strong net of fee return profile on an equity investment. We are free to use any form of investment structure (ETF, Mutual Fund, Individual Stock) to achieve this outcome.

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