Alphinity Investment Management expands global equities fund management team with key appointment

by | Feb 15, 2022 | IN THE MEDIA

Leading Australian and global equities boutique fund manager Alphinity Investment Management has expanded its global equities team with the appointment of Chris Willcocks as Portfolio Manager.

Willcocks has amassed more than 15 years’ experience of international equity markets while working for Citi, in roles that have been based in Singapore, Hong Kong and Sydney. For the past six years he has been Citi’s Director and Head of International Equity Sales, APAC, based in Sydney.

In his new role he will have responsibility for industrials sector investments in the $7bn Alphinity Global Equity Fund (Fund) which has returned 14.7% p.a. after fees since inception in December 2015 to 31 January 2022* against the benchmark MSCI World Net Total Return Index (AUD) return of 13.1%.

Alphinity Global Portfolio Manager Jonas Palmqvist said the appointment increased Alphinity’s global portfolio managers to five after Mary Manning (Consumer Discretionary and Communication Services) and Trent Masters (Technology) joined the business last year.

“Chris brings a wide-ranging knowledge and experience of global equities to our growing team, and he has been a key, collaborative partner to us at Alphinity Global since we launched our funds over six years ago. We are looking forward to him making a major contribution to our co-portfolio manager model,” Palmqvist said.

Investment veteran Jeff Thomson, who covers financials, staples and real estate, rounds out the global portfolio management team, which is supported by a five-strong specialist resources team.

The Alphinity Global Equity Fund seeks to invest in a concentrated set of quality companies, identified as undervalued and within an earnings upgrade cycle. It identifies these companies using a distinctive combination of fundamental analysis and quantitative inputs.

Alphinity Investment Management is supported by Challenger Limited subsidiary Fidante Partners, which forms long term alliances with talented investment teams to support and grow specialist investment management businesses.