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
Celebrating 15 Years
2025 marked 15 years of Alphinity Investment Management. The conversation continues with an exclusive video Q&A with our founders, Andrew Martin and Stephane Andre, sharing the lessons learned, the philosophy that’s guided Alphinity, and their vision for what’s ahead.
Global Equity Outlook 2026: Earnings, Expansion, Excellence
Global equity markets enter 2026 with broadening earnings strength, supportive macro tailwinds, and a renewed focus on quality, marking a shift from the narrow, momentum‑driven leadership of recent years toward a more durable foundation for returns.
Australian Equities 2026: The Year of Earnings, Expansion and Execution
After a resilient 2025, Australian equities enter 2026 with rising earnings, expanding opportunities in resources and financials, and a sharper focus on execution in a market priced for performance.
AI’s $3 Trillion Question: Who Pays and What’s the Return?
AI’s $3 trillion investment surge is led by Big Tech, but future returns depend on generating unprecedented new earnings. Smaller firms are facing major funding challenges in this race.
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.
