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
Australian Webcast: August ’24 reporting season highlights & outlook for Australian Banks
Andrew Martin provides an update on the August ’24 reporting season, and the outlook for Australian Banks.
Global Webcast: AI will change the world (eventually)…
Trent Masters explores major tech companies such as Google and Amazon, highlighting how substantial investments in AI infrastructure are driving impressive returns and significantly impacting the sector.
Finding Alpha Podcast | Applying learnings from Australia’s Earnings Season
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations.
Ensombl Investment Podcast
In this episode of Ensombl’s Investment podcast, Trent Masters, joins Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI.
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.
