Consistency through every market cycle


Man standing on cliff looking out

The Alphinity Difference

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.

Our highly experienced investment teams aim to deliver consistent outperformance for our clients by investing in quality, undervalued companies with earnings upgrade potential.

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

Our Funds

Alphinity Australian
Share Fund

A well-diversified portfolio of 35-55 Australian-listed companies that aims to deliver consistent incremental outperformance with limited volatility over various market cycles.

Alphinity Concentrated 

Australian Share Fund

A well-diversified, high conviction concentrated portfolio of 20-35 best ideas listed on the ASX. Suitable for investors aiming for a higher return and prepared to take additional volatility.

Alphinity Global Equity Fund – Active ETF (ASX: XALG)

A high conviction, diversified portfolio of 25-40 global companies that seeks to deliver consistent strong returns across various market cycles. Provides access to global opportunities and diversification not readily available to individual Australian investors.

Alphinity Sustainable
Share Fund

A diversified portfolio of Australian stocks listed on the ASX that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns.

Alphinity Global Sustainable Equity Fund – Active ETF
(ASX: XASG)

A diversified portfolio of global stocks listed on the ASX that have a net positive alignment to the United Nations Sustainable Development Goals, exceed Alphinity’s minimum ESG criteria and offer attractive prospective returns.

Hanglider over mountains

How to invest

To find out more about the Alphinity Funds, contact your local Fidante Business Development Manager.

For step by step instructions on how to invest, visit the Invest Online page of our website.

Before making a decision about whether to make an investment or additional investment in one of our funds please read the Fund’s Target Market Determination (TMD), Product Disclosure Statement (PDS), Additional Information Booklet and Product Updates to ensure the key attributed of the fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.

Latest Insights

Investing in earnings leadership (and 2 ASX examples)

Stuart Welch shares how Alphinity hunts for and invests in companies displaying earnings leadership, shares why those revisions need to be driven by real fundamentals, and provides a bull case for two ASX names that meet the criteria.

Australian Webcast: Australian banks & consumer staples

Elfreda Jonker reflects on Alphinity’s latest earnings note, highlighting how the team’s disciplined focus on earnings leadership has delivered consistent alpha through volatile markets. She explores key portfolio insights across Australian banks, the Coles versus Woolworths divergence, and insurance, demonstrating the power of earnings upgrades as a performance driver.

Global Webcast: Key highlights from recent European research trip

Elfreda Jonker and Jeff Thompson unpack insights from a recent research trip across Europe, highlighting improving macro conditions, fiscal stimulus and renewed strength in the banking sector. They discuss key portfolio implications, including the case for Spanish bank CaixaBank, as Europe transitions away from deflation and into a more supportive environment for earnings and capital returns.

Alphinity’s process in action:  Earnings – The beacon in a storm

In a volatile market shaped by macro uncertainty and shifting sentiment, Alphinity’s focus on earnings leadership has proven a steady guide. Through disciplined stock selection and attention to earnings revisions, we have uncovered standout opportunities in sectors like banks, consumer staples and insurance, showing that company fundamentals still drive performance.

Find out More


Fidante

1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au

Contact your local Fidante BDM here.