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
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.
Turning Turbulence into Triumph: Two Stocks Mastering Market Themes
Amid a reporting season defined by diverging fortunes, Amphenol and O’Reilly Automotive stand out as companies transforming market headwinds into lasting competitive advantages. By aligning with powerful themes such as AI adoption, defence modernisation, tariff adaptation, and resilient consumer demand, both firms exemplify how disciplined execution can drive sustained growth in an unforgiving market.
On the Road with Alphinity: ESG and sustainability priorities in Western Australia’s mining sector
In this report, research in Western Australia with mining companies and Traditional Owner groups explored cultural heritage obligations and environmental impacts. The findings inform an assessment of key ESG risks, including nature, decarbonisation, First Nations considerations, AI, and workforce safety.
Two hot stocks from the market’s hottest sector this year (and no, it’s not tech!)
Telstra’s dominance, Spark’s revival, and sector-wide discipline are fuelling the ASX telco rally. Here’s what could happen next.
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.
