Key themes and stock ideas from Alphinity’s recent travels
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Visiting Nvidia’s spaceship headquarters in Santa Clara, driving Epiroc’s electric drill or putting Intuitive Surgical’s $2m surgical machines to the test were just some of the highlights of the Alphinity Global team’s recent travels across the globe. Experiencing company products firsthand, touring production facilities, meeting management teams in person and scouting end markets can all provide critical insights that help our portfolio managers better understand the opportunities and risks facing the companies we invest in. In this note, we summarise some of their insights and how their respective trips have shaped our diversified, high-conviction portfolios of high-quality global earnings leaders.
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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.
Alphinity Investment Management
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.
Expertise
Alphinity Investment Management
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.
Expertise
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