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: Diverging performance of Technology Subsectors
Ty Archibald, Analyst in Alphinity’s Global Equities team, discusses the key technology trends driving markets in 2026, including the growing demand for AI infrastructure, memory and power. He shares insights on opportunities across hardware and software, the companies benefiting from AI-driven earnings growth, and Alphinity’s current positioning within the sector.
Australian Webcast: Commodities Outlook – Top picks in a volatile environment
Stephane André, Co-founder and Portfolio Manager at Alphinity, discusses the dramatic rotation into commodities since late 2025 and the key market forces shaping the sector in 2026. He explores the impact of tariffs, Middle East tensions, inflation concerns and US dollar movements on commodity markets, and shares Alphinity’s current views on resources, including opportunities in copper and lithium, the preference for BHP over Rio Tinto, and the investment case for Mineral Resources and BlueScope Steel.
What we did when BHP’s decarbonisation story turned negative
Last month, BHP made it onto the front page for the wrong reasons. A Four Corners story, followed by Guardian coverage, raised questions about whether BHP was quietly walking back its emissions commitments. For us, that was a moment to pause and ask: does this change our view? So we refreshed our work BHP is […]
Not all tech is equal – Alphinity’s Framework for AI Disruption Risk
AI is reshaping technology investing, but disruption is not one-size-fits-all — Alphinity’s proprietary framework highlights why some ASX technology companies face growing structural risk while others are using AI to strengthen competitive advantages and drive earnings growth.
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.
