Manager Overview

Alphinity is an active, boutique, equities investment manager based in Sydney and majority owned by its staff. Alphinity has dedicated experienced teams managing both Australian and global equity funds. The company was established in 2010 with its founding partners having managed Australian investment funds together on the same basis since the early 2000s. In 2015, Alphinity expanded to include a highly experienced and dedicated global investment team applying the same philosophy and process to the large set of investment opportunities outside of Australia. They identify these companies using a combination of fundamental analysis and specific quantitative inputs.

Manager's responsible investing approach

Alphinity is committed to investing responsibly. It has found that environmental, social and governance (ESG) factors can have a material impact on both the risk and the returns of investments. It believes 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. Company engagement gives Alphinity an opportunity to create or preserve value by encouraging its investee companies to enhance their business practices, including those relating to ESG.

Alphinity seeks to invest in companies that offer attractive financial returns, have good ESG practices and, where possible, have the capacity to make a positive impact on society in areas of economic, environmental and social development by contributing towards the advancement of the UN Sustainable Development Goals agenda as it evolves. It seeks to avoid companies that are involved in activities they consider incompatible with the fund's charter, as they may be harmful to society and/or inconsistent with the achievement of the UN Social Development Goals.