Consistency through every market cycle
Discover how our rigorous, research-driven approach seeks to deliver superior returns across different market conditions.
The Alphinity Difference
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. 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.
Our highly experienced investment teams 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.
Our Investment Philosophy
We invest in quality, undervalued companies which are in, or are entering, an earnings upgrade cycle.
A company’s share price generally reflects the market’s view of its future earnings potential. However, the market is not typically efficient at pricing new information. Clearly identifiable characteristics exist to help identify companies whose earnings ability is likely to be under (or over) estimated by the market. Investors can exploit this inefficiency to generate outperformance.
Our Funds
Alphinity Australian
Share Fund
A well-diversified portfolio of 35-55 Australian-listed companies that aims to deliver consistent incremental outperformance with limited volatility over various market cycles.
Alphinity Concentrated
Australian Share Fund
A well-diversified, high conviction concentrated portfolio of 20-35 best ideas listed on the ASX. Suitable for investors aiming for a higher return and prepared to take additional volatility.
Alphinity Global Equity Fund – Active ETF (ASX: XALG)
A high conviction, diversified portfolio of 25-40 global companies that seeks to deliver consistent strong returns across various market cycles. Provides access to global opportunities and diversification not readily available to individual Australian investors.
Alphinity Sustainable
Share Fund
A diversified portfolio of Australian stocks listed on the ASX that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns.
Alphinity Global Sustainable Equity Fund – Active ETF
(ASX: XASG)
A diversified portfolio of global stocks listed on the ASX that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns.
How to invest
To find out more about the Alphinity Funds, contact your local Fidante Business Development Manager.
For step by step instructions on how to invest, visit the Invest Online page of our website.
Before making a decision about whether to make an investment or additional investment in one of our funds please read the Fund’s Target Market Determination (TMD), Product Disclosure Statement (PDS), Additional Information Booklet and Product Updates to ensure the key attributed of the fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.
Latest Insights
Global Webcast: DeepSeek’s implications for the AI trade & 4Q24 Tech Results
Trent Masters and Elfreda Jonker discuss the latest developments in AI, focusing on DeepSeek and its implications for the tech sector, particularly the Mag 7. They explore how AI cost efficiencies are driving continued investments, the evolving AI trade, and shifts in portfolio positioning.
Australian Webcast: Highlights from visit to the Santos Moomba CCS facility
Jess Cairns and Elfreda Jonker reflect on Jess’ visit to South Australia for the opening of Santos’ Carbon Capture and Storage (CCS) facility in Moomba, discussing the project’s infrastructure, cost-effectiveness, and long-term viability. They address skepticism around CCS technology, highlight key takeaways for investors, and emphasize the importance of ongoing environmental monitoring.
2024 In Review & 2025 Outlook
The outlook for Australian equities in 2025 suggests a more cautious and nuanced market environment, with potential for sector and stock rotations, driven by earnings outcomes and market leadership, while the focus will shift from macro factors to individual stock performance amid high valuations and uncertain economic conditions.
Podcast: Responsible AI use in corporates with Jessica Cairns
With the rapid adoption of artificial intelligence, companies are facing growing pressure to ensure their AI practices are ethical, transparent, and aligned with environmental, social, and governance (ESG) principles.
Find out More
For more information or to find out how to invest contact Fidante or your local Fidante BDM.
Fidante
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au
Fidante BDM
Contact your local Fidante BDM here.
Ready to invest in Alphinity?
