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.
Latest Insights
Global Webcast: 1Q26 Global Reporting Season & reflections on the technology sector
Global Portfolio Manager Trent Masters and Client Portfolio Manager Elfreda Jonker reflect on the first quarter 2026 global reporting season, highlighting standout earnings trends and sector drivers. They discuss the impact of the AI infrastructure boom, energy market dynamics, and provide insights into the performance of major technology companies, offering a comprehensive view of the evolving global investment landscape.
Australian Webcast: Australian Banks – Post Reporting Season reflections
Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the federal budget. He shares insights on credit quality, provisioning trends, and the effects of proposed changes to negative gearing and capital gains tax on the housing market and bank earnings.
Searching for a signal? Alphinity’s Stuart Welch says earnings upgrades matter most
In this Livewire video, Stuart Welch walks through how his team is thinking about Australian equities right now and why, in the face of macro uncertainty, the focus remains on company earnings.
When the Map Changes Mid-Journey
Markets don’t wait for certainty. They reprice the expectation. After a strong run into February 2026, the landscape has shifted quickly, and the macro has taken over.
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.
