Celebrating
15 Years
Alphinity is celebrating 15 years of consistency through every market cycle.
Celebrating 15 Years of Strong Performance
Alphinity has delivered consistent outcomes that advisers and investors can trust – navigating bull markets, bear markets and everything in between. From 4 founders to 20+ investment professionals. From a bold vision to proven results. We’ve built something special – a disciplined, research-driven approach that uncovers high-quality, undervalued companies with genuine earnings upgrade potential.
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.
The Alphinity Difference
Our disciplined process targets companies entering an earnings upgrade cycle – the inflection points that drive outperformance. Over 15 years in Australian equities and 10 in global markets, this focus has delivered strong, consistent results. As active managers, we go beyond the obvious, combining rigorous research with a commitment to responsible investing.
Our highly experienced investment teams aim to deliver consistent outperformance for our clients by investing in quality, undervalued companies with earnings upgrade potential.
Proven Track Record
15 years in Australian equities, 10 years in global markets. Performance that speaks for itself.
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.
In this video, discover what sets Alphinity apart as a boutique fund manager. Explore Alphinity’s investment philosophy, centred on earnings leadership, the structure and expertise of the team, and our commitment to ESG and sustainability.
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.
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.
Find out More
Our Partner – Fidante
For more information or to find out how to invest contact Fidante or your local Fidante BDM.
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au
Fidante BDM
Contact your local Fidante BDM here.
Investing with Confidence through Fidante
Fidante delivers access to exceptional investment strategies, managed by top-tier specialists across alternatives, fixed income, and equities. Backed by Challenger and a track record of award-winning distribution, Fidante helps you invest with confidence across every market and asset class.
