About Alphinity
Alphinity Investment Management (Alphinity) is a specialist, active manager of Australian and Global equity funds, strongly aligned with their clients' objectives. Alphinity's aim is simple and effective: to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations.
Alphinity and the funds it manages are available to professional investors only and are not available to retail investors. The value of investments can go down as well as up and you may receive back less than the amount you invested. You should only invest if you are prepared to lose some or all of your investment. In the UK, all products are intended only for professional investors and not for retail investors.
Approach
Alphinity's investment philosophy seeks to identify and invest in attractively valued, quality companies in, or about to enter, an earnings upgrade cycle. Simply put, they look for stocks that can deliver 'earnings surprises' to drive outperformance.
A company's earnings ultimately will drive its share price performance over time. The share price will, at any given point, reflect the market's future earnings expectations. However, the market is typically inefficient at accurately pricing future consequences of new information that will affect company earnings. Clearly identifiable characteristics exist for companies whose earnings ability is likely to be under (or over) estimated by the market, allowing Alphinity to exploit this inefficiency to create outperformance.
Our Funds
ESG
Alphinity is committed to investing responsibly because they have found that environmental, social and governance (ESG) factors can have a material impact on both the risk and the returns of investments. Alphinity believe that companies with good ESG practices and processes have a better chance of outperforming over the long term as they are better placed to adapt to the changing world. For more information on Alphinity IM's ESG framework please refer to the Alphinity IM website.
Contact Us
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**John Cotterill, Hatch Room. In the United Kingdom, Hatch Room is an Appointed Representative of Fidante Partners Europe Limited, which is authorised and regulated by the Financial Conduct Authority FRN 195456.