31 Aug 2026Alphinity Investment ManagementCSLHeldAlphinity Investment Management holds an underweight exposure to CSL Ltd (ASX: CSL), which detracted from returns as the stock rallied 40% and drove an 18% rise in the beaten-up Australian healthcare sector. Alphinity believes the move was largely due to positioning and a scramble by investors to cover underweights rather than fundamentals, noting the company is still receiving earnings downgrades. Holdings in Charter Hall and Smart Group also detracted from returns during the period.
31 Aug 2026Alphinity Investment ManagementWOWHeldAlphinity Investment Management continues to hold Woolworths Group Ltd (ASX: WOW) and visited its Moorebank site to see how automation is reshaping the supermarket supply chain. The precinct combines national and regional distribution centres near rail and major freight links, with automated systems breaking down pallets, sorting goods and rebuilding store-ready loads designed around individual store layouts. Alphinity notes ABB robots, a global portfolio holding, perform some of the heavy lifting. The site also illustrates the sustainability logic of modern logistics, including fewer road movements, solar generation, LED lighting, rainwater harvesting and electric truck trials for metropolitan deliveries. Alphinity sees it as an example of emissions reduction, labour efficiency and product availability intersecting in one operating model.
Alphinity Investment Management is a Sydney-based boutique Australian equities manager, operating under the Fidante Partners multi-boutique platform, known for its earnings-momentum-driven investment philosophy. The firm seeks companies experiencing improving earnings and analyst upgrades trading at reasonable valuations, aiming to capture the market's tendency to re-rate stocks as positive earnings surprises emerge. Alphinity runs core, sustainable and small-cap Australian equity strategies for institutional, adviser and retail investors. The team emphasizes a repeatable, process-driven approach combining quantitative earnings-revision signals with fundamental company analysis, differentiating it from purely valuation-based or purely quantitative Australian equity managers.
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11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.
31 Aug 2026Alphinity Investment ManagementCSLHeldAlphinity Investment Management holds an underweight exposure to CSL Ltd (ASX: CSL), which detracted from returns as the stock rallied 40% and drove an 18% rise in the beaten-up Australian healthcare sector. Alphinity believes the move was largely due to positioning and a scramble by investors to cover underweights rather than fundamentals, noting the company is still receiving earnings downgrades. Holdings in Charter Hall and Smart Group also detracted from returns during the period.
31 Aug 2026Alphinity Investment ManagementWOWHeldAlphinity Investment Management continues to hold Woolworths Group Ltd (ASX: WOW) and visited its Moorebank site to see how automation is reshaping the supermarket supply chain. The precinct combines national and regional distribution centres near rail and major freight links, with automated systems breaking down pallets, sorting goods and rebuilding store-ready loads designed around individual store layouts. Alphinity notes ABB robots, a global portfolio holding, perform some of the heavy lifting. The site also illustrates the sustainability logic of modern logistics, including fewer road movements, solar generation, LED lighting, rainwater harvesting and electric truck trials for metropolitan deliveries. Alphinity sees it as an example of emissions reduction, labour efficiency and product availability intersecting in one operating model.
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