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Alphinity Concentrated Australian Share Fund - Class B (0P0000787F)
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3.280
+0.010
+0.19%
21/11 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 337.51M
Alphinity Concentrated Australian Share
3.280
+0.010
+0.19%
- Overview
- Profile
- Historical Data
- Holdings
Alphinity Concentrated Australian Share Fund - Class B Overview
On this page you'll find an in-depth profile of Alphinity Concentrated Australian Share Fund - Class B. Learn about the key management, total assets, investment strategy and contact information of 0P0000787F among other information.
Investment Strategy
Alphinity is an active, core Australian equities manager that believes a company’s earnings ultimately will drive its share price over time. Alphinity believe the market is typically inefficient at accurately pricing future consequences of new information that will affect company earnings, therefore clearly identifiable characteristics exist for companies whose earnings ability is likely to be under (or over) estimated by the market, allowing an investor to exploit this inefficiency to create outperformance.
Contact Information
Address
Level 15, 255 Pitt Street
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
02 9994 7357
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew Martin | - | 2019 | Now |
| Biography | Andrew is a principal of Alphinity, joining the company in 2010. Andrew’s focus is on the Financials, Transport and Infrastructure sectors, as well as portfolio management oversight. Andrew was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities fund covering the Financial, Transport, Healthcare and Tourism & Leisure sectors from 2003-2010, as well as oversight for the management of the Australian Concentrated fund from 2008. Prior to joining Alliance, Andrew spent several years with JB Were Stockbroking as Senior Analyst covering the gaming and insurance sectors respectively. Previously, Andrew worked for Merrill Lynch and as an Actuarial Analyst with AMP Life. Andrew holds a Bachelor of Economics from Macquarie University, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. Andrew has been a Fellow of the Institute of Actuaries of Australia since 1998 | ||
| Stuart Welch | - | 2019 | Now |
| Stephane Andre | - | 2010 | Now |
| Biography | Stephane is a principal of Alphinity, founding the company in 2010. Stephane’s focus is on the Energy, Materials and Industrials sectors, as well as portfolio management oversight. Stephane was previously a Vice President and Research Analyst for AllianceBernstein‘s Australian Equities fund covering the same sectors from 2005-2010. Stephane’s prior background was primarily in management consulting, having worked with McKinsey & Company from 1997 to 2002 in South Africa and Australia, leaving the firm as an Associate Principal. Prior to this, Stephane held Relationship Management roles within JP Morgan (Belgium) and Standard Corporate & Merchant Bank (South Africa). Stephane was also employed by SABMiller as Commercial Director Asia Pacific, ultimately responsible for launching and building a premium beverage portfolio across the region. Stephane holds a Commercial Engineering degree from the Universite Catholique de Louvain in Belgium. Stephane is fluent in French as well as German. | ||
| Bruce Smith | - | 2010 | Now |
| Biography | Bruce is a principal of Alphinity Investment Management, joining the company in June 2010. Bruce’s focus is on the Consumer, Telecommunications and Property sectors, as well as portfolio management oversight. Bruce was previously a Vice President and Research Analyst for AllianceBernstein‘s Australian Equities fund covering the Consumer and Telecommunications and Property sectors, from 2004-2010. Prior that Bruce held Equity Analyst and Portfolio Management positions at both Zurich Scudder Investments and Suncorp Investment Management, focusing predominantly on the Media and Telecommunications sectors. Bruce was also Investment Manager for NZI Insurance Australia. Bruce started his career in the markets at JB Were as a Money Market Dealer. Bruce received a Bachelor of Business from the NSW Institute of Technology (now UTS), and holds a Graduate Diploma from the Securities Institute of Australia. | ||
| Johan Carlberg | - | 2010 | 2024 |
| Biography | Johan is a principal of Alphinity, founding the company in 2010. Johan is the lead portfolio manager as well as having responsibility for the Healthcare and small industrial sectors. Johan was previously a Senior Vice President and Director, Australian Equities for AllianceBernstein’s Australian Equities fund, responsible for managing Alliance’s Australian equities portfolios, from 2003-2010. Prior to joining Alliance, Johan worked with Robur Asset Management in Sweden as Equities portfolio manager, managing domestic as well as international equity portfolios. Previously Johan worked with BZW Australia as an equities research analyst responsible for the Paper/Packaging, Food/Household and Alcohol/Tobacco sectors, leaving the firm as Associate Director. Johan started his career with Ohman Fondkommission in Sweden as an equities research analyst covering the Pulp & Paper sector. Johan received a Bachelor of Economics and Business Administration from the Stockholm School of Economics. | ||
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