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 Australian Share Fund

Australian Equities

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

Alphinity Concentrated Australian Share Fund

Australian Equities

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

Alphinity Sustainable Share Fund

Australian Equities

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

Alphinity Global Sustainable Equity Fund (Managed Fund)

Global Equities

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

Alphinity Global Equity Fund (Managed Fund)

Global Equities

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

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

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ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls

In this episode we explore the disproportionate impact of modern slavery on women and girls and what investors can do about the issue.

ESG in 10: Episode 12- Antimicrobial Resistance (AMR), What is it, and Why is it important for Investors? With Alphinity

In this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.

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.