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.
Latest Insights
To Alphinity and Beyond: Founders’ Reflections
Reflecting on 15 years of Alphinity, we are proud to have built a resilient, client-focused investment business that has delivered consistent outcomes through changing markets. Our journey has been grounded in a shared philosophy, a strong culture, and a relentless focus on quality earnings to drive performance for our clients.
Australian Webinar: August 2025 Reporting Season
In this webinar, Portfolio Manager Stuart Welch provides an update on Alphinity’s view of the Australian August 2025 reporting season. Stuart shares key takeaways from results and discusses market themes.
Three critical social issues reshaping Australian investment risks in 2025
In this report, we explore three critical social issues reshaping investment risks in Australia: mental health and psychosocial safety, First Nations heritage management, and human rights in global supply chains. Drawing on analysis of over 100 listed companies and nearly 200 ESG engagements, the findings highlight how these social factors are increasingly influencing financial performance, regulatory exposure, and long-term portfolio resilience.
Media Release: Alphinity Investment Management opens flagship Global Equity Fund to UK and European investors
Alphinity Investment Management has launched a UCITS version of its flagship Global Equity Fund, expanding its reach across the UK and Europe. The Fund offers investors exposure to a high conviction portfolio, targeting 25-30 stocks, diversified across sectors and regions.
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.
