10 years on – much has changed, much remains the same
On our 10 year anniversary, Alphinity’s principals reflect on the changing investment landscape and greatest successes of the business.
Research in uncertain times
How do travel restrictions and remote working affect the Alphinity team’s research effort and information gathering process? Andrew Martin discusses.
Vestas Wind Systems – The answer is blowin’ in the wind.
Alphinity discuss the investment case for Vestas Wind, the leading wind power company in the world.
HCA Healthcare – climbing the COVID wall of fear
Alphinity takes a closer look at one of their portfolio’s newer additions: US hospital operator HCA Healthcare.
Otis Elevators – Getting a lift from technology
Nikki Thomas discusses the investment case for Otis Elevators
Toilet paper and tele-commuting
After the COVID pandemic, our lives and the businesses we invest in will be different. Lachlan MacGregor considers what has changed permanently, what is temporary and what has stayed the same.
Global Webcast: June 2020
Jonas Palmqvist discusses the eventful year in markets and what new opportunities he sees in the Alphinity Global Equity Fund – Active ETF.
Social, yet socially distant. Game on!
Lachlan MacGregor discusses a new top 10 investment, Activision Blizzard.
Global earnings – take a deep brea(d)th!
This month Alphinity discusses the recent market events and the opportunities it has provided for a process based on earnings leadership.
