Alphinity Investment Management

Alphinity Investment Management is a boutique, active equity manager with specialised teams managing Australian and Global equity strategies.

Alphinity aims to deliver consistent outperformance for its clients by investing in quality, undervalued companies with underestimated forward earnings expectations. The Sustainable Share strategy utilises the expertise and discipline of the Alphinity process, while excluding companies which do not comply with the Alphinity Sustainable Charter and seeking companies with strong ESG qualities and, where possible, are able to contribute to achieving the UN Sustainable Development Goals.

Alphinity was founded in 2010 by Johan Carlberg, Andrew Martin, Bruce Smith and Stephane Andre who are all still Portfolio Managers on the Australian equity strategies. The boutique structure of Alphinity creates a powerful alignment between the managers and their investors and allows the investment professionals to focus solely on investing.

Alphinity manages money for a range of clients, including institutional clients, foundations, insurance companies and retail investors.

These are the products from this organisation that have been certified by the Responsible Investment Association Australasia (RIAA)

Alphinity Sustainable Share Fund

Global Sustainable Equity Fund

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