General Investing >> Money Manager Interviews >> August 26, 2016
Looking for Positive Changes in a Company’s Fundamentals
Gregory R. Lai is a Principal and Lead Portfolio Manager for Affinity Investment Advisors, LLC. Affinity launched as an independent firm in 1992. The firm was acquired in 2007 by Morgan Stanley Investment Management. The team joined INVESCO in June 2010 when it purchased Morgan Stanley’s retail asset management team business. Mr. Lai and the team decided to re-enter the market at the end of 2010 as an independent to capitalize on the increasing investor interest in boutique management firms. Mr. Lai’s industry experience includes Senior Portfolio Manager and Managing Director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd. heading the U.S. Active Equity team, and Quantitative Specialist and Co-Portfolio Manager at Pacific Investment Management Company — PIMCO. Profile
TWST: Could you tell me a little bit about the firm?
Mr. Lai: Well, the firm was launched in 1992, so it has been around for quite a long time. We would consider