Alphinity Sustainable
Share Fund

Stephane co-founded Alphinity in 2010 with Andrew Martin, Bruce Smith and Johan Carlberg. His areas of focus are the Resources sector as well as domestic portfolio construction and management.

He was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund covering Energy and Resources from 2005 to 2010. Prior to that he was in management consulting with McKinsey & Co from 1997 to 2002 in both South Africa and Australia, leaving the firm as an Associate Principal.  Before that, Stephane was a Commercial Director Asia Pacific for SAB Miller and held relationship management roles within JP Morgan (Belgium) and Standard Corporate & Merchant Bank (South Africa).

Stephane holds a Commercial Engineering degree (with high honors) from the Universite Catholique de Louvain in Belgium. He is also fluent in French and German.

Bruce co-founded Alphinity in 2010 with Andrew Martin, Stephane Andre and Johan Carlberg. His areas of focus are the Consumer and Property sectors as well as domestic portfolio construction and management.

Bruce was previously Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund covering the consumer, media and telecommunications sectors, from 2004 to 2010. Prior to this, Bruce held equity analyst and portfolio management positions at Zurich Investment Management and Suncorp Investment Management, focusing predominantly on the consumer and telecommunications sectors. Bruce was also Chief Investment Officer of NZI Insurance Australia. He started his career in the markets at JB Were as a Money Market Dealer.

Bruce received a Bachelor of Business degree from the University of Technology, Sydney and holds a Graduate Diploma from the Securities Institute of Australia.

Andrew co-founded Alphinity in 2010 with Stephane Andre, Bruce Smith and Johan Carlberg. He focuses on the Financials sector as well as domestic portfolio construction and management.

Andrew was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund covering the financial, transport, healthcare, tourism and leisure sectors from 2003 to 2010, as well as oversight for the management of the Australian Concentrated Fund from 2008. Prior to joining Alliance, he spent several years with JB Were Stockbroking as Senior Analyst covering the gaming and insurance sectors respectively. Previously, Andrew worked for Merrill Lynch in Corporate Finance and as an Actuarial Analyst with AMP Life.

Andrew holds a Bachelor of Economics (Finance, Actuarial) from Macquarie University, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He has also been a Fellow of the Institute of Actuaries of Australia since 1998.

Stuart joined Alphinity in 2017. He focuses on the health care, transport and infrastructure sectors as well as domestic portfolio construction and management.

Prior to joining Alphinity, Stuart spent seven years as an Investment Analyst at Fidelity International Australia covering a range of sectors, including healthcare, banks, diversified financials, infrastructure and transport. Stuart spent several years in New York as Vice President with Abatis Capital and as an Associate Director at Allco Finance Group. He also worked for Macquarie Bank and KPMG in Sydney.

Stuart holds a Bachelor of Business degree from the University of Technology, Sydney and a Master of Management Studies from Cambridge University, as well as being a CFA charterholder.

Jacob joined Alphinity in 2020 to assist the domestic investment team with stock and sector analysis. Jacob focuses on the Consumer Staples and Consumer Discretionary sectors, as well as domestic portfolio construction and management.

Jacob was previously a Senior Investment Analyst for First State Super for several years in its Direct Equities team, where he contributed to the overall research and portfolio management efforts of its internally managed concentrated industrial equity portfolio. His direct responsibilities there were for Gaming, Insurance, Diversified Financials and Healthcare companies. Prior to First State, Jacob was an Analyst and Portfolio Manager at private wealth manager Bailey Roberts Group where he constructed portfolios of Australian equities for high-net-worth individuals.

Jacob has Bachelor of Commerce (Finance and Economics) and Master of Professional Accounting degrees from the University of Wollongong and is a CFA charter holder.

Andrey joined Alphinity in 2020 as a Research Analyst focusing on the Information Technology, Chemicals, Telecommunications and Industrials sectors. Andrey is also involved in the Sustainable Share Fund, including research on specific sustainable investment opportunities, company engagement through Climate Action 100+, developing fund exclusions, and participating in SSF Compliance Committee meetings.

Prior to joining Alphinity, Andrey spent more than seven years at McKinsey & Company, where he was a member of four offices (Moscow, Houston, San Francisco and Sydney) and worked on every inhabited continent, led international teams and advised both public, private and state-owned enterprises across a range of sectors at the intersection of strategy and disruptive technology. Andrey also worked extensively at McKinsey Global Institute where he contributed to research efforts such as Climate Risk & Response, How Technology Is Reshaping Resources, Future of Work, Age of Analytics, China and the World, and Future of Japan. Prior to McKinsey Andrey worked at KPMG and completed internships at the Parliament of Canada and Hudson Institute.

Andrey holds a master’s degree equivalent in International Relations from Lomonosov Moscow State University and completed an international study program at Beijing Foreign Studies University.

Monique joined Alphinity in 2024 as a Senior Research Analyst. Her focus is on Energy, Utilities, Infrastructure and Property sectors.

Monique was previously an Analyst and Portfolio Manager at Fidelity International for five years. Her sector rotations included consumer and REITs whilst also working as the Assistant Portfolio Manager on the Fidelity Future Leaders Fund, an active mid-to small cap fund. Prior to this, she held various equity research roles including five years at Morgan Stanley as Vice President, where she was responsible for gaming and consumer coverage. Prior to that, she held roles covering emerging companies at Deutsche Bank and Ord Minnett.

Monique has a Bachelor of Commerce degree from the University of Sydney.

Jessica joined Alphinity in 2020 to lead the newly created ESG and Sustainability function. In collaboration with all other members of the Alphinity team, she is responsible for implementing Alphinity’s five pillars of responsible investment. These areas include ESG integration, stewardship and active engagement, sustainable investing, thematic research and transparency and reporting.

Prior to joining Alphinity, Jessica was Senior Sustainability Advisor at Transurban where she was responsible for delivering strategic projects, including Transurban’s response to the Task Force on Climate Related Financial Disclosure (TCFD) recommendations and supporting the delivery of sustainability initiatives to meet the company’s broader sustainability strategy. Her previous roles included Case Manager at the Infrastructure Sustainability Council of Australia (ISCA) and Environmental and Sustainability Consultant at SLR Consulting.

Jessica has a Bachelor of Environmental Science and Management (Honours) from the University of Newcastle and a Diploma in Project Management from the University of New England.

Moana is a Senior ESG and Sustainability Analyst who contributes to the integration of environmental, social and governance risks into the investment process. She conducts research and data analysis to monitor ongoing ESG risks, controversies, emerging topics and supports Alphinity’s stewardship activities in the areas of company engagement, collaborative engagement, thematic research and proxy voting.

Moana also has an active role in supporting universe construction for Alphinity’s two sustainable strategies and completes company and thematic analysis which assists the Sustainable Compliance Committee in their decisions. She leads the annual data assurance process for both sustainable strategies.

Moana joined Alphinity in 2020 as an intern and moved into a full-time role in 2021, working across both domestic and global investment strategies. She has a Bachelor of Science and a Bachelor of Commerce degrees from the University of Sydney, with majors in Biology, Environmental Studies and Finance.

Jasmine is an ESG and Sustainability Associate, supporting the ESG and Sustainability team’s assessment and integration of environmental, social and government related topics across both global and domestic strategies. Jasmine joined as an intern in June 2024, later moving to a full-time role. Prior to Alphinity, Jasmine worked in Equity Research at Macquarie where she assisted the ESG team in a part-time role.

Jasmine holds Bachelor of Commerce and Bachelor of Advanced Studies degrees, majoring in Finance and International Relations, from the University of Sydney.