Fund In Focus: Alphinity Sustainable Share Fund
Alphinity seeks to invest in quality, undervalued companies that can deliver an ‘earnings surprise’ to drive outperformance. We have found that a positive earnings surprise is likely to be followed by a period of sustained positive earnings revisions/surprises driving share price out performance. Likewise, negative surprises drive underperformance.
The Alphinity Sustainable Share Fund applies the Alphinity investment process and philosophy, with a focus on companies that have strong Environmental, Social, and Governance (ESG) policies. In particular, we’re looking for companies that advance the UN Sustainable Development Goals (SDG) agenda.
In this Fund in Focus, I explain how we assess the ESG characteristics of potential investments and meld this with our investment philosophy.
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"Stephane is a Principal of Alphinity Investment Management. His focus is on the Energy, Materials and Utilities sectors, as well as portfolio management oversight.
Stephane was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund covering the same sectors from 2005 to 2010. Stephane’s prior background was primarily in management consulting, having worked with McKinsey & Company from 1997 to 2002 in South Africa and Australia, leaving the firm as an Associate Principal. Stephane holds a Commercial Engineering degree (with high honors) from the top-rated Universite Catholique de Louvain in Belgium. Stephane is fluent in French as well as German."
"Stephane is a Principal of Alphinity Investment Management. His focus is on the Energy, Materials and Utilities sectors, as well as portfolio management oversight. Stephane was previously a Vice President and Research Analyst for...
Expertise
"Stephane is a Principal of Alphinity Investment Management. His focus is on the Energy, Materials and Utilities sectors, as well as portfolio management oversight. Stephane was previously a Vice President and Research Analyst for...
Expertise
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