Investment Philosophy
Alpha’s investment philosophy outlines the principles that guide our investment decision-making process, beginning with putting the best interests of our clients first.
Learn MoreThe Alpha Investment Management team consists of four investment professionals and is led by Jeff Mitchell (Chief Investment Officer) and Sam Morris (Portfolio Manager). Alpha’s investment team manages a range of multi-asset solutions, such as diversified funds and Separately Managed Accounts, across different risk profiles. Alpha’s strategies are largely objective-based, ‘whole of portfolio’ strategies which are constructed based on a proven investment philosophy and process that combines active asset allocation and investment selection. The team is well experienced, with multiple members having shared responsibility for research, portfolio management and investment decisions, reducing key person risk within the organisation.
Explore what Alpha Investment Management has to offer.
Alpha’s investment philosophy outlines the principles that guide our investment decision-making process, beginning with putting the best interests of our clients first.
Learn MoreThe Funds will seek to invest in companies that demonstrate leading ESG and ethical practices while seeking to avoid exposure to companies and issuers with Core business in activities which we consider to negatively impact the environment or society.
Learn MoreEach Alpha fund has the aim of delivering consistent long-term outperformance across different market cycles, with a focus on delivering an appropriate blend of both capital growth and income.
Learn MoreAlpha’s Separately Managed Accounts (SMAs) are actively managed diversified portfolios invested across growth assets and defensive income-oriented assets.
Learn MoreFor all general enquiries regarding the Alpha investment products and services please contact our friendly team via the contact form.
Important Information
© 2007-2024 Alpha Fund Managers Pty Ltd ABN 37 124 085 883 is a Corporate Authorised Representative of Alpha Investment Management Pty Ltd ABN 13 122 381 908 AFSL 307379. Please also refer to Alpha’s Target Market Determinations.