What Makes Us Different

Our boutique ownership structure results in a powerful alignment between our fund managers and the objectives of investors in our funds – the success of Alphinity is therefore reliant on the success we can bring our clients. Furthermore, by outsourcing business management, distribution, administration and compliance services to Fidante Partners, it allows us to focus solely on investing and adding value to our clients.

Here at Alphinity, we have:

  • a well-defined investment philosophy¬†with a sole focus on investing in quality undervalued companies in an earnings upgrade cycle;
  • a distinctive, disciplined and rigorous research process ¬†– a truly unique partnership between detailed analyst-driven fundamental research and targeted quantitative research inputs;
  • highly experienced, accomplished and cohesive investment teams;
  • a business structure which strongly aligns the objectives of our investors with our investment staff; and
  • local and global analysts and portfolio managers based in one location in Sydney.