The Alphinity Difference
We aim to deliver consistent outperformance for our clients by investing in quality, undervalued companies with earnings upgrade potential.
Earnings Leadership
Alphinity invests in companies that can deliver ‘earnings surprises’ to drive outperformance across various market cycles.
Responsible Investing
Alphinity is committed to investing responsibly as ESG factors can have a material impact on both the risk and returns of investments.
Team Approach
A collaborative team approach with deeply experienced co-portfolio managers, a quant and trading unit and a dedicated ESG & Sustainability team.
Core Funds
Style agnostic investing for a core position in equity portfolios
High conviction, diversified portfolios of select Australian and Global companies identified as undervalued as they enter an earnings upgrade cycle. Our proven rigorous investment process, using a deep and unique foundation of qualitative and quantitative research, ensures we are investing in companies at the right point of their earnings cycle, regardless of broader market conditions or style.
Sustainable Funds
Investing in sustainable companies that also offer attractive investment returns
An investable universe of companies that we believe have a net positive alignment with one or more of the 17 United Nations Sustainable Development Goals (SDG’s) and exceed Alphinity’s minimum ESG criteria. These funds exclude activities that are considered to be incongruent with the SDG’s as defined by the Sustainable Funds Charters.
Latest Insights
2024 In Review & 2025 Outlook
The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, driven by earnings outcomes and market leadership, while the focus will shift from macro factors to individual stock performance amid high valuations and uncertain economic conditions.
Podcast: Responsible AI use in corporates with Jessica Cairns
With the rapid adoption of artificial intelligence, companies are facing growing pressure to ensure their AI practices are ethical, transparent, and aligned with environmental, social, and governance (ESG) principles.
CBRE: This Time is Different
CBRE, the world’s largest commercial real estate firm, has evolved into a more resilient and higher-growth business by diversifying into less cyclical, recurring revenue streams, positioning itself to benefit from both structural growth trends and a potential recovery in the commercial real estate market.
Global Webcast: Key highlights from 2024 & Outlook for Global Markets in 2025
Jonas Palmqvist and Elfreda Jonker reflect on 2024’s strong global equity market performance, particularly in the US tech sector, while discussing expectations for 2025, including a potential shift in leadership towards cyclical and defensive stocks, and highlighting key investment themes such as technology, financials, and commercial real estate.
About Alphinity
Active. Aligned. Agile
Alphinity is an active, boutique, equities investment manager based in Sydney and majority owned by its staff. We manage Australian and Global equity funds across Core and Sustainable strategies.
Our deeply experienced investment teams use our agile and tested investment process to construct concentrated ‘best ideas’ portfolios.
Investing in Earnings Leadership
At Alphinity we invest in quality, undervalued companies with underestimated earnings expectations. Earnings and earnings expectations ultimately drive share prices over time, while valuation keeps us disciplined, and quality factors control risk.
Simply put, we look for stocks that can deliver ‘earnings surprises’ to drive outperformance. If a company is in an earnings upgrade cycle and attractively valued, there is a strong likelihood it will outperform. Using a ‘relative earnings surprise’ approach is unique in the Australian market.
