Greg Lai Shares Value Investing Strategies on SMAs

In this episode of Inside SMAs, host Ryan Nauman dives into the strategies and insights behind Affinity Investment Advisors with CEO Greg Lai. With over 37 years of experience, Greg shares his journey from chemistry to finance, discusses the firm’s value equity investing strategy, and offers actionable intelligence from their systematic approach. Discover the nuances between growth and value investing, market inefficiencies, and the importance of risk management. Perfect for asset managers, advisors, and institutional investors, this episode delivers data-driven insights and behind-the-scenes looks at top-performing strategies.

Are you looking to incorporate SMA’s into your client’s investment portfolios? Zephyr’s PSN data can help you…

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