Investment team

Alphinity is made up of five team members who previously worked together for many years at a leading global investment manager. The team includes Johan Carlberg, Bruce Smith, Stephane Andre, Andrew Martin and Shane Kelly. Alphinity's business structure strongly aligns the objectives of investors and investment staff.

Alphinity possesses a highly experienced investment team with an average 22 years industry experience and a strong track record of performance through both up and down markets.

To find out more about our team, take a moment to watch the short video below.

Johan Carlberg

Johan Carlberg

Principal, Lead Portfolio Manager
27 years experience
Areas of specialty: Healthcare and small industrials

Johan is a Principal of Alphinity Investment Management and the Lead Portfolio Manager. In addition to his portfolio construction responsibilities, his company focus is on the healthcare and small industrial sectors. 

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Bruce Smith

Bruce Smith

Principal, Portfolio Manager
28 years experience
Areas of specialty: Consumer, telecommunications and property

Bruce is a Principal of Alphinity Investment Management.  His focus is on the consumer, telecommunications and property sectors, as well as portfolio management oversight. 

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Stephane Andre

Stephane Andre

Principal, Portfolio Manager
20 years experience
Areas of specialty: Energy, materials and resources, industrials

Stephane is a Principal of Alphinity Investment Management.  His focus is on the energy, materials and industrials sectors, as well as portfolio management oversight. 

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Andrew Martin

Andrew Martin

Principal, Portfolio Manager
17 years experience
Areas of specialty: Financials, transport, infrastructure

Andrew is a Principal of Alphinity Investment Management. His focus is on the financials, transport and infrastructure sectors, as well as portfolio management oversight. 

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Shane Kelly

Shane Kelly

Research Analyst
17 years experience
Areas of specialty: Quantitative analysis

Shane has responsibility for all quantitative models and quantitative investment research, as well as applying his extensive risk management experience across the portfolio. Shane is also in charge of the dealing function for the Alphinity team. 

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