Thought Pieces from 2020
We have collated a selection of our investment manager's thought leadership pieces addressing the events impacting our markets and investors from 2020.
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Global Equities
Alphinity Investment Management
Alphinity Investment Management (Alphinity) is an active equities investment manager with dedicated teams managing both Australian and Global equity funds, using a distinctive combination of fundamental analysis and specific quantitative inputs.
Avenir Capital
Avenir Capital (Avenir) is an Australian based investment manager, specialising in value-oriented global equity investments.
Australian Healthcare: 10 Years in 10 Charts
Alphinity explore what has happened in the healthcare sector in the decade since Alphinity was first established.
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Why Has Value Investing Been Underperforming and How Should it Work
Avenir's Adrian Warner discusses the 4 key narratives around the underperformance of value stocks compared to growth stocks.
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