Invest in a world of opportunity today
In a fast-moving world, the search for alpha can be elusive. That’s why it pays to invest in experience. The Alphinity Global Equity Fund offers a portfolio of leading global companies identified as undervalued as they enter an earnings upgrade cycle. Our united and deeply experienced team of global investment professionals combines fundamental research and specific quantitative factors to construct a concentrated ‘best ideas’ portfolio. Since inception in December 2015, the Fund has returned 14.7% p.a. and in the year to 31 January 2022, it has returned 32.6% after fees (past performance is not a reliable indicator of future performance).
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Alphinity Investment Management is an active, boutique, equity manager based in Sydney and majority owned by its staff. Established in 2010, Alphinity has dedicated experienced teams managing both Australian and global equity funds.