Alphinity Investment Management

We are delighted to have won the Sustainable and Responsible Investments - Growth category at the Zenith Investment Partners 2024 Fund Awards.   Responsible investing has long been a fundamental part of our investment framework, and we are honoured to have our commitment in this area recognised. We’d like to thank our dedicated team and our clients for their ongoing support. #zenithfundawards Full details on Zenith Fund Awards at https://lnkd.in/gUWS7aSN

In the latest episode of The Australian Investors Podcast, Alphinity's Global Portfolio Manager, Trent Masters, joins Owen Rask to discuss capturing stocks with upside surprise. They dive into the future of big tech, and Trent shares his top hits—and misses—in technology stocks. Trent also delves into our investment philosophy, the power of earnings surprises, and more. https://lnkd.in/gcX24af3 Watch Now: https://lnkd.in/gBCDg68z Or Listen on Apple Podcasts - https://lnkd.in/gwH-akfX and Spotify - https://lnkd.in/giZAiwBM

In this upcoming webinar, Finding Sustainable Earnings Leaders Across the Globe, Alphinity’s global portfolio manager, Jeff Thomson and head of ESG and Sustainability, Jessica Cairns, will share valuable insights on identifying and evaluating global companies that are leaders in their industries as they pave the way for a more sustainable future. The Alphinity Global Sustainable Equity Fund (Managed Fund) (ASX: XASG)* offers a diversified portfolio of high quality global sustainable companies that also offer attractive prospective returns. Register Now: https://lnkd.in/gYxzg7uZ *The Fund is issued by Fidante Partners Limited AFSL 234668. Consider appropriateness to your situation and read the PDS & TMD on our website. Past performance is not a reliable indicator of future performance. Please note: This webinar is suitable for Australian wholesale investors, licensed financial advisers or authorised representatives of a licensed financial adviser.

Earlier this month, Jessica Cairns joined an impactful discussion at the #PRIinPerson 2024 in Toronto!   In her session, “Can you invest responsibly in AI?”, Jessica engaged with thought leaders on crucial topics surrounding the responsible investment landscape in the realm of artificial intelligence.   She highlighted key global regulatory trends and emphasised the importance of balancing risk management with innovation. Jessica also discussed how effective governance is essential for ensuring that AI aligns with ESG principles You can view the report here: https://lnkd.in/gJtJxQ_r

We are pleased to announce the launch of our newly designed website. With a fresh look and improved functionality, it’s now easier than ever to explore our offering and learn more about Alphinity. Visit the new site here: https://lnkd.in/dAVFPRw6

Amid the cost-of-living crisis, few businesses have been cast as villains quite like the supermarkets. The ACCC’s actions against major retailers for alleged discount misrepresentation have only intensified the scrutiny. Bruce Smith recently shared his perspective with Livewire Markets on how the big supermarkets operate, the conditions they are operating in, and how the investment case stacks up.   Read more: https://lnkd.in/gBgaRHDc

Thrilled to have Jessica Cairns representing Alphinity at this week’s #PRIinPerson 2024 in Toronto, Canada. She joined the plenary session, “Can you invest responsibly in AI?” tackling some crucial questions about the future of responsible investment in this rapidly evolving space. Jessica shared insights on global regulatory trends, the balance between managing risks and fostering innovation, and how governance plays a pivotal role in ensuring AI is approached responsibly from an ESG perspective.

How to know if it’s time to sell shares? Sometimes it’s best to sell slowly; at other times quicker is better. Andrew Martin weighs in on how to know when it’s time to sell in The Australian Financial Review's article. Read the full article here: https://lnkd.in/gi7w9FVC

Artificial Intelligence will change the world (eventually)   While companies like Microsoft, Meta, and Amazon are investing heavily in AI infrastructure, many investors are cautiously watching, mindful of past tech hype cycles. Despite short-term ambiguity around financial returns, AI is expected to have a transformative impact across industries, with substantial returns over time, similar to past technological waves like the internet.   In this article, Trent Masters shares his insights on how AI is set to reshape the global landscape and the importance of staying patient as its long-term potential continues to unfold. Read the full article here: https://lnkd.in/ggR5-9QG

Jonas Palmqvist, Global Equity Portfolio Manager, recently sat down with Swedish headquartered Tell Media Group AB to share insights on navigating Australia's dynamic investment landscape, Alphinity’s high-conviction strategies, and how the team focuses on earnings surprises to drive performance. Check out the full interview in the Nordic Fund Selector Journal below.