Alphinity Investment Management

About Alphinity

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.

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Approach

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. 

Our Funds

Alphinity Global Sustainable Equity Fund - Active ETF (XASG)

Global Equities

A portfolio of companies with activities that are aligned with the United Nations Sustainable Development Goals.

Alphinity Global Equity Fund - Active ETF (XALG)

Global Equities

A portfolio of high-quality global companies diversified across different industries and countries.

Alphinity Sustainable Share Fund

Australian Equities

A diversified portfolio of Australian stocks that are aligned with the United Nations Sustainable Development Goals.

Alphinity Concentrated Australian Share Fund

Australian Equities

A diversified, high conviction concentrated portfolio of Australian stocks listed on ASX.

Alphinity Australian Share Fund

Australian Equities

A diversified portfolio of Australian stocks aimed to outperform the benchmark after costs over rolling five year periods.

Alphinity Australian Equity Fund

Australian Equities

A diversified portfolio of Australian stocks aimed to outperform the benchmark after costs over rolling three year periods.

ESG

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.

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Corporate responsibility

ESG considerations have always been integrated into the investment process.

Corporate engagement

Effective alignment in the interests of investors with investee companies.

Actively supportive of global ESG initiatives

Signatory to the United Nations Principles of Responsible Investing (UNPRI) since 2011 and HESTA 40:40.

Transparency

Alphinity believe in transparency around its investment activities.

Resources

Insights

View all insights

Australian Investors Podcast: Capturing stocks with upside surprise, with Alphinity’s Trent Masters

On The Australian Investors Podcast, Alphinity Investment Management’s Trent Masters talks with Owen Rask to talk earnings surprise and value capture.

Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season

Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.

ESG in 10 -Episode 17: Navigating Responsible AI: A Framework for Investors, with Alphinity

In this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. Explore key insights from Alphinity and CSIRO’s Data61 Responsible Investment Framework.

Team

The Alphinity team consists of 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.