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ALPHINITY.COM.AU

Alphinity

Alphinity, a boutique Australian investment manager seeking to add value through an investment philosophy and process that is distinctive, rigorous and disciplined. Alphinity aim to deliver consistent outperformance for investors.

http://alphinity.com.au/

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Alphinity | alphinity.com.au Reviews
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Alphinity, a boutique Australian investment manager seeking to add value through an investment philosophy and process that is distinctive, rigorous and disciplined. Alphinity aim to deliver consistent outperformance for investors.
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1 about us
2 our name
3 our partner
4 awards and ratings
5 our team
6 our process
7 composite research model
8 fundamental vs quantitative
9 our products
10 australian share fund
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about us,our name,our partner,awards and ratings,our team,our process,composite research model,fundamental vs quantitative,our products,australian share fund,australian equity fund,performance,our thoughts,monthly webcasts,fund reports,news and media
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Alphinity | alphinity.com.au Reviews

https://alphinity.com.au

Alphinity, a boutique Australian investment manager seeking to add value through an investment philosophy and process that is distinctive, rigorous and disciplined. Alphinity aim to deliver consistent outperformance for investors.

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1

Alphinity - Australian Equity Fund

http://alphinity.com.au/products/724.htm

Concentrated Australian Share Fund. Socially Responsible Share Fund. Alphinity Australian Equity Fund. The Alphinity Australian Equity Fund holds a diversified portfolio of Australian stocks listed on the ASX. Alphinity Australian Equity Fund. To outperform the benchmark after costs over rolling three-year periods. S&P/ASX 300 Accumulation Index. Stocks held in portfolio. At least five years. Monthly and quarterly commentaries. Product Disclosure Statement (PDS). Click here to apply now.

2

Alphinity - Our partner

http://alphinity.com.au/about/ourpartner.htm

Concentrated Australian Share Fund. Socially Responsible Share Fund. About Fidante Partners Limited. Invests in and forms long-term alliances with talented investment professionals to create, grow and support specialist, boutique funds management businesses. By providing a broad range of integrated services to Alphinity Investment Management, Fidante Partners frees up the Alphinity investment team to focus on what it does best; investing and managing assets.

3

Alphinity - Our name

http://alphinity.com.au/about/ourname.htm

Concentrated Australian Share Fund. Socially Responsible Share Fund. Alphinity was chosen as the name of our company to represent the 'continuous pursuit of performance'. It captures our focus on long term,. Consistent performance for clients, and aptly describes our desire to continuously research and uncover the best investment ideas for our portfolios. Alpha' is a financial term used to describe the out-performance of an investment.

4

Alphinity - Archives

http://alphinity.com.au/resources/archives.htm

Concentrated Australian Share Fund. Socially Responsible Share Fund. Monthly webcast updates - Archives. Shane Kelly looks at some of the factors that may drive stock prices during the upcoming reporting season. Stephane runs through some of his findings from a recent trip to China and some thoughts on iron ore. Johan Carlberg discusses the recent strong performance of stocks with high dividend yields and looks at whether investing in these type of stocks is a suitable long term strategy. Shane Kelly loo...

5

Alphinity - Performance

http://alphinity.com.au/products/performance.htm

Concentrated Australian Share Fund. Socially Responsible Share Fund. Alphinity Wholesale Australian Share Fund - Performance (after fees) as at 31 July 2016. 3 years (% p.a.). 5 years (% p.a.). Since inception (% p.a.). Alphinity Wholesale Australian Share Fund. S&P/ASX 300 Accumulation Index. Alphinity Wholesale Concentrated Australian Share Fund - Performance (after fees) as at 31 July 2016. 3 years (% p.a.). 5 years (% p.a.). Since inception (% p.a.). S&P/ASX 200 Accumulation Index.

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Fidante Partners - Alphinity

http://www.fidantepartners.com/im/Alphinity.htm

Merlon monthly tax effective income 1 of 3. Alphinity Australian Equity Fund. Alphinity Australian Share Fund. Alphinity Concentrated Australian Share Fund. Alphinity Socially Responsible Share Fund. Alphinity is an Australian equities investment manager majority owned by its investment team who have worked together for more than ten years. The CRM is used throughout the investment process and enables the investment team to objectively compare companies across as well as within sectors, in addition to id...

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Fidante Partners - Alphinity

http://fidante.com.au/im/Alphinity.htm

Merlon monthly tax effective income 1 of 3. Alphinity Australian Equity Fund. Alphinity Australian Share Fund. Alphinity Concentrated Australian Share Fund. Alphinity Socially Responsible Share Fund. Alphinity is an Australian equities investment manager majority owned by its investment team who have worked together for more than ten years. The CRM is used throughout the investment process and enables the investment team to objectively compare companies across as well as within sectors, in addition to id...

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Alphinity

Concentrated Australian Share Fund. Socially Responsible Share Fund. Alphinity is a boutique Australian investment manager whose goal is to add value through an investment philosophy and process that is distinctive, rigorous and disciplined. Our aim is to deliver consistent outperformance for investors by investing in companies with underestimated forward earnings expectations. We identify these companies using a distinctive combination of fundamental analysis and quantitative inputs. Watch our new video.

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