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: US Energy, Industrials & Consumer Trip Highlights and Stock Ideas
Following a recent research trip to the US, Alphinity Global Portfolio Manager Chris Willcocks shares what he learned on the ground and how it is shaping the team’s outlook. He discusses tight energy markets, strong data centre demand and broader industrial activity, alongside the changing US consumer landscape. While also exploring the opportunities Alphinity is seeing in a market where consumers are increasingly seeking value.
Australian Webcast: China & Middle East Research Trip and Outlook for Commodities
Following a recent research trip to China and the Middle East, Alphinity Portfolio Manager and Co-Founder Stephane Andre shares what he learned on the ground and how it is shaping the team’s outlook for commodities. He discusses oil and refining markets, softer demand in China, AI-driven investment in the US, and the opportunities and risks Alphinity is seeing across copper, iron ore and steel.
From the ground up: How we assess miners within our sustainable investing approach
Mined commodities are essential to modern life and the low-carbon transition, but their extraction can create significant environmental and social impacts. Alphinity explains how its bottom-up framework assesses what companies mine, how those commodities are used and how effectively operational risks are managed.
Australian Webcast: August’26 Reporting Season – Key Themes
Stuart Welch, Portfolio Manager at Alphinity, discusses the key themes from the August reporting season, including earnings downgrades, shifting market expectations and the contrasting fortunes of domestic and globally exposed businesses. He explores how investors responded to company results, where earnings resilience has emerged, and the stock-specific opportunities Alphinity is finding across sectors such as healthcare, consumer staples, materials and financials.
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.
