Alphinity Investment Management (Alphinity) is a specialist, active manager of Australian and Global equity funds, strongly aligned with their clients' objectives. Alphinity's aim is simple and effective: to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations.
Alphinity’s structure ensures a clear alignment of interests with their clients to deliver strong and consistent returns over time. It has:
- A clear and proven investment philosophy.
- A unique, disciplined and rigorous investment process.
- A highly experienced, cohesive and accomplished investment team.
Alphinity's investment philosophy seeks to identify and invest in attractively valued, quality companies in, or about to enter, an earnings upgrade cycle. Simply put, they look for stocks that can deliver 'earnings surprises' to drive outperformance.
A company's earnings ultimately will drive its share price performance over time. The share price will, at any given point, reflect the market's future earnings expectations. However, the market is typically inefficient at accurately pricing future consequences of new information that will affect company earnings. Clearly identifiable characteristics exist for companies whose earnings ability is likely to be under (or over) estimated by the market, allowing Alphinity to exploit this inefficiency to create outperformance.
Alphinity is committed to investing responsibly because they have found that environmental, social and governance (ESG) factors can have a material impact on both the risk and the returns of investments. Alphinity believe that companies with good ESG practices and processes have a better chance of outperforming over the long term as they are better placed to adapt to the changing world.
The Alphinity team are a highly experienced, cohesive and accomplished investors. The team is made up of both Australian and Global investment teams managing portfolios for both institutional and retail clients. To view the full team, please visit Alphinity's website.
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
1300 721 637
Senior Institutional Business Development Manager
+61 2 9994 7357