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The firms combine to offer expanded institutional investment capabilities.

NEWPORT BEACH, CA – January 1, 2025 – On January 1, Affinity Investment Advisors and Rayliant Global Advisors merged into a single asset management company. All of Affinity’s existing strategies and portfolio management leadership will be maintained and receive additional support from Rayliant’s substantial research platform and capabilities.

The combined firm will operate under the Rayliant Global Advisors name, offering institutional investors a broader range of minority-owned systematic equity strategies. This merger unites two values-driven firms, allowing them to deliver exceptional investment solutions while providing clients with a unique opportunity to partner with a leading minority-owned manager.

Key Highlights:

• Expanded Investment Capabilities: The combined firm leverages the strengths of both organizations, offering a wider range of innovative investment strategies.
• Minority-Owned Leadership: Rayliant remains a minority-owned firm, providing institutions with the opportunity to align their investments with diversity goals.
• Client Focus: The merger prioritizes client outcomes, ensuring business continuity, maintaining existing investment philosophies, and preserving both firms’ trusted leadership teams.
• Enhanced Research and Resources: The combined entity will benefit from shared data and resources through Rayliant’s robust research platform.

“This merger is about more than combining capabilities; it’s about amplifying our shared values while striving to deliver world-class solutions to our clients,” said Jason Hsu, Founder and CIO of Rayliant. “As a minority-owned firm, we are proud to help institutional investors meet both their financial and diversity goals, offering a unique combination of entrepreneurial innovation and proven investment expertise.”

Gregory Lai, Founder of Affinity Investments, added, “On rare occasions does an opportunity arise to share one’s passion and legacy with people that feel like family. Joining forces with Rayliant provides a fantastic opportunity to continue delivering our disciplined approach while remaining a minority-owned and employee-driven firm. We share a deep commitment to our clients and are excited to offer them a broader range of innovative solutions that align with their evolving priorities.”

About Rayliant

Founded in 2016, Rayliant combines behavioral finance, data science, and local market insights to deliver a systematic approach to investing in equity markets. The firm and its team have earned numerous industry accolades and offer investors access to its strategies through various formats, including separately managed accounts and ETFs.

For more information, please contact:

Tyler Bradford
Hewes Communications
+1 (212) 207-9454
tyler@hewescomm.com

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