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
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.
Global Webcast: Key themes from US technology-focused trip
Ty Archibald, Analyst in Alphinity’s Global Equities team, reflects on a recent research trip to Silicon Valley, sharing insights from meetings with leading technology companies and the Goldman Sachs Communacopia Technology Conference. He discusses key technology themes, including cybersecurity, data, AI models and enterprise software, and outlines what these trends could mean for investors and […]
2Q26 Global Reporting Season – Great numbers, tough crowd
Global reporting season delivered one of the strongest quarters in years, with earnings growth broadening beyond mega-cap Technology stocks. Alphinity examines the key themes shaping markets and why investors are increasingly rewarding cash flow, earnings quality and proven execution.
More relief than belief – 3 Companies Bucking Their Industry’s Trends: Australia August’26 Reporting Season
Earnings downgrades continue to outpace upgrades across the ASX300, but a small number of companies are bucking their industry’s trend. Alphinity examines why AMP, James Hardie and Ansell delivered results that stood apart this reporting season, and whether the drivers behind their outperformance are built to last.
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.
