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Aspire. Sustain. Prosper.

Aspire. Sustain. Prosper.

Welcome to Alphinity

Alphinity is an active manager of Australian and Global equities

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Investments
Beyond
Expectations

Discover how our rigorous, research-driven approach seeks to deliver superior returns across different market conditions

A female runner in a red top on a trail next to the sea presented in a circular focus cutout on top of a cliff landscape picture.
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A female runner in a red top on a trail next to the sea presented in a circular focus cutout on top of a cliff landscape picture.
2024 ESG AND SUSTAINABILITY REPORT
AVAILABLE NOW

This report highlights key ESG and sustainability outcomes and achievements for 2024.

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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.

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Responsible Investing

Alphinity is committed to investing responsibly as ESG factors can have a material impact on both the risk and returns of investments.

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Team Approach

A collaborative team approach with deeply experienced co-portfolio managers, a quant and trading unit and a dedicated ESG & Sustainability team.

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Beginning of the End or End of the Beginning?

Long seen as untouchable, Apple and Google now face mounting pressure from the rapid rise of AI which is reshaping how users access information and interact with technology. Their core businesses in search and smartphones are under threat from structural shifts and regulatory challenges, raising the possibility that the next generation of tech giants may emerge from this inflection point.

Global Webcast: 1Q25 Reporting Season and divergence within the Mag-7

Elfreda Jonker and Trent Masters unpack the key themes from the Q1 2025 global reporting season, highlighting the impact of shifting tariffs, policy changes, and earnings uncertainty. They explore sector performance, with a focus on the tech and communication space, including diverging trends among the Magnificent Seven.

Australian Webcast: View on Australian Banks post “confession season” updates

Elfreda Jonker and Andrew Martin discuss the performance of Australian banks, which were key contributors to strong portfolio returns in 2024. They explore recent earnings updates, trends in bank margins and credit quality, and examine the outlook for 2025.

2024 ESG and Sustainability Report

We are proud to present Alphinity’s fourth ESG and Sustainability Report. The report is full of case studies and examples that demonstrate our ongoing commitment to sustainability, investing responsibly, and transparency. We hope it will provide some insight into our ESG and sustainability-related priorities, processes, policies and outcomes.

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Investing in Earnings Leadership