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
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.
Rise of the Retail Superpowers
The “Big Three” of U.S. retail, Amazon, Costco and Walmart, are dominating the market, accounting for 45% of incremental retail sales and leveraging scale, e-commerce and logistics to continuously outgrow competitors. While smaller retailers struggle to compete, select specialty retailers like O’Reilly Automotive continue to thrive by focusing on expertise, customer loyalty and niche markets.
Turning turbulence into triumph: 5 themes reshaping the investment landscape
Five powerful forces are reshaping global markets, creating sharp divides between companies that can adapt and those that cannot. From AI implementation and defence modernisation to tariff adaptation, strategic M&A, and fragile consumer demand, these themes are driving a polarised landscape where execution excellence has become the decisive factor for corporate success.
August 2025 Reporting Season – Separating Signal from Noise: Finding Opportunity in Australia’s Mixed Results
Despite the August 2025 reporting season delivering a third straight year of negative earnings growth, the ASX surged past 9,000 which looks like a triumph of expectations over reality. Beneath the surface however, record volatility and hypersensitivity to earnings misses highlight the critical importance of disciplined stock selection in today’s market.
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.
