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.
Rio Tinto and the devastation at Juukan Gorge—this issue is far from closed
Alphinity details their thoughts about the recent board decisions made by Rio following the Juukan Gorge destruction.
Value and growth traps – How to avoid both and beat the market
Andrew Martin offers an insight into the importance of balancing trust in your investment philosophy with evolving market trends.
Webcast: September 2020
Andrey Mironenko and Jessica Cairns discuss the rationale regarding the recent decision to exclude oil and gas from the Alphinity Sustainable Share Fund.
Fortescue Metals Group – are earning upgrades still to come?
In this Q&A, Livewire spoke with Stephane Andre about what attracted him to Fortescue Metals Group, and why he thinks more upgrades are incoming.
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
Juukan Gorge Destruction
Alphinity reflects on Rio Tinto in light of the destruction of the Juukan Gorge
