Beyond the expected.
Beyond consensus.
Discover how our rigorous, research-driven approach seeks to deliver superior returns across different market conditions.
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
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.
Latest Insights
CSX – Riding the Freight Cycle Turn
Record revenue, accelerating volumes, and expanding margins point to improving conditions for US rail operator CSX. Alphinity examines the catalysts driving the company’s outlook and why it could deliver top-quartile earnings growth within the industrials sector.
Australian Webcast: Sustainability of the Apparel Sector: Research Project & Outcomes
Jessica Cairns, Head of Responsible Investment at Alphinity, discusses the team’s recent project on the apparel sector. She explores the motivations behind the research, the challenges involved, and the approach developed to identify suitable opportunities across the industry.
Global Webcast: 2Q26 Reporting Season & Key Themes within Industrials
Chris Willcocks, Global Portfolio Manager at Alphinity, joins Elfreda Jonker to discuss some of the key themes emerging as the second quarter of the global reporting season progresses. From market strength to the sectors showing signs of growth, Chris shares his insights on what’s driving performance across global equities.
Does it fit? A tailored approach to sustainable investing in the apparel industry
The apparel industry sits at an uncomfortable intersection of social necessity and environmental harm. Clothing is a basic human right, explicitly recognised in Article 25 of the UN’s Universal Declaration of Human Rights. Yet, the way the global fashion industry produces and sells clothing makes it one of the most resource-intensive sectors on earth, and one where human rights risks, from poor minimum wages to forced labour, remain persistent and material.
Find out More
For more information or to find out how to invest contact Fidante or your local Fidante BDM.
Fidante
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au
Fidante BDM
Contact your local Fidante BDM here.
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