Alphinity Investment Management

About Alphinity

Alphinity Investment Management is a boutique Australian equities manager founded in 2010, servicing both retail and institutional clients. The business is majority owned by the 4 portfolio managers of the funds ensuring direct alignment with client outcomes. The founders of the business are highly experienced and have all worked successfully together for many years prior to founding Alphinity. The business has a sole focus of investing in quality undervalued companies that are in an earnings upgrade cycle. To do this it applies a distinctive research process that employs a true partnership between fundamental and quantitative research.

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Funds managed

Key personnel

Johan Carlberg, Analyst/Lead Portfolio Manager

Johan is a Principal of Alphinity Investment Management. His focus is on overall portfolio construction, as well as the healthcare and industrial sectors. Johan was previously Senior Vice President and Director, Australian Equities for AllianceBernstein’s Alliance Australian Equities fund, responsible for managing Alliance’s Australian equities portfolios, from 2003 to 2010. Prior to that he worked as a portfolio manager at Robur Asset Management in Sweden and as an equities research analyst at BZW Australia. Johan received a Bachelor of Economics and Business Administration from Stockholm School of Economics.

Andrew Martin, Analyst/Portfolio Manager

Andrew is a Principal of Alphinity Investment Management. His focus is on the financials, transport and infrastructure sectors, as well as portfolio management. Andrew was previously Vice President and Research Analyst for AllianceBernstein’s Alliance Australian Equities Fund from 2003 to 2010. Prior to that Andrew held senior equity analyst roles at JBWere as well as analyst positions at Merrill Lynch and AMP Ltd. Andrew holds a Bachelor of Economics from Macquarie University, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and he has been a Fellow of the Institute of Actuaries of Australia since 1998.

Bruce Smith, Analyst/Portfolio Manager

Bruce is a Principal of Alphinity Investment Management. His focus is on the consumer, telecommunications and property sectors, as well as portfolio management. Bruce was previously Vice President and Research Analyst for AllianceBernstein’s Alliance Australian Equities Fund from 2004 to 2010. Prior to that Bruce held Equity Analyst and Portfolio Management positions at both Zurich Scudder Investments and Suncorp Investment Management. Bruce received a Bachelor of Business from University of Technology Sydney, and holds a Graduate Diploma from the Securities Institute of Australia.

Stephane Andre, Analyst/Portfolio Manager

Stephane is a Principal of Alphinity Investment Management. His focus is on the energy, materials and industrials sectors, as well as portfolio management. Stephane was previously Vice President and Research Analyst for AllianceBernstein’s Alliance Australian Equities Fund. Stephane’s prior background was primarily in management consulting, having worked with McKinsey & Company for many years. Stephane holds a Commercial Engineering degree (with high honors) from Universite Catholique de Louvain in Belgium.

Shane Kelly, Analyst/Dealer

Shane has responsibility for all quantitative models and quantitative investment research, as well as applying his extensive risk management experience across the portfolio. Shane is also in charge of the dealing function for Alphinity. Shane previously worked for AllianceBernstein’s Alliance Australian Equities team as Quantitative Analyst, as well as Risk Manager for a number of years. Prior to that he held various roles at M&G Investment Management in the UK. Shane holds a Masters in Applied Finance and Investment from FINSIA, a Bachelor of Commerce and Administration from the University of Victoria (NZ) and an Investment Management Certificate (UK).

 

Why Advance selected Alphinity

AWe believe Aphinity’s comprehensive valuation approach places it in an excellent position to identify and exploit undervalued companies in the market. We also like the manager’s strong sell discipline. The current team has been together for more than 9 years and has a strong track record of above benchmark returns across different market cycles.