About
Alphinity
Alphinity is an active manager of Australian and Global equities, across Core and Sustainable capabilities.
Our aim is simple and effective: to deliver consistent outperformance for our clients through various market cycles.
The Alphinity Difference
Majority owned by employees and supported by Fidante, part of the ASX-listed Challenger Group, Alphinity has a strong alignment with our clients.
By outsourcing many of the more operational and administrative processes involved in funds management, Alphinity can focus solely on investing and client outcomes.
We have:
- A well-defined investment philosophy which looks for quality, undervalued companies in an earnings upgrade cycle, characteristics of companies which have the greatest likelihood of outperforming;
- A disciplined research process which suits companies whether they are thought of as “growth”, “value” or something in between, and combines detailed analyst-driven fundamental research with select quantitative inputs;
- A commitment to responsible investing as ESG factors can have a material impact on both the risk and returns of investments;
- Highly experienced and cohesive investment teams of co-portfolio managers, supported by analysts, a quant and trading unit, a client portfolio manager and a dedicated ESG & Sustainability team.
Values
Trust, Team, and Perform.
At Alphinity, we understand that culture is the unspoken guide that shapes how our team works together and interacts with external stakeholders. Our optimal culture is characterized by shared values and behaviours that drive our decisions and contribute to our success.
Our core values – Trust, Team, and Perform – are the principles that define us and guide our actions every day:
- Trust: We care, are transparent and act with humility and integrity
- Team: We value different voices and work respectfully together for shared success
- Perform: We are committed to pursuing sustained returns for our clients
Our values are not just written down; we talk about them often and make sure they’re part of how we do things every day, shaping who we are and how we succeed.
Our Name and Tagline
“Alphinity” represents the continuous pursuit of performance. It captures our focus on long term, consistent returns for our clients.
The name combines “alpha”, which is outperformance, with “infinity”, to represent the iterative research process we go through to uncover the best investment ideas for our clients.
Our tagline “Aspire. Sustain. Prosper.” represents our aspiration and disciplined approach to deliver sustainable strong performance to create long term prosperity to our clients.
Aspire. Sustain. Prosper.
Our Partner
Fidante is a wholly owned subsidiary of ASX-listed Challenger Ltd.
Fidante performs administration and distribution functions for Alphinity, which allows Alphinity employees to focus solely on generating investment success for our clients.
Our Investment Philosophy
We invest in quality, undervalued companies which are in, or are entering, an earnings upgrade cycle.
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.
Responsible Investing
Responsible Investing
Supporting positive sustainable change
Alphinity is committed to investing responsibly because we have found that ESG factors can have a material impact on both the risk and the returns of investments.
We seek to consider material ESG risks and opportunities for each company included across our Core and Sustainable Funds, to maximise returns and minimise ESG risks.
Alphinity aims, through our specialised Sustainable funds, to play a role in supporting positive sustainable change, and at the same time pursue strong, risk-adjusted returns through the disciplined application of Alphinity’s proven investment process.
