Andrew Grimes

Leading Australian and global equities boutique fund manager, Alphinity Investment Management, has appointed a senior investment specialist to meet the needs of its growing institutional and retail client base.

Andrew Grimes, who helped both Platinum Asset Management and Winton Capital Australia successfully deepen their relationships with their investor base, has been appointed to the newly created role of Client Portfolio Manager in response to growing interest from institutional and retail clients.

Andrew Grimes has more than 20 years’ experience in Australian and global financial markets and a strong academic background. He joins Alphinity from Winton Capital, where he spent four years as director and Head of Winton Capital Australia, following five years at Platinum Asset Management as an institutional investment specialist. Mr Grimes has a BA in metallurgy, economics and management from Oxford University and an MBA from the Kellogg School of Management, Northwestern University.

Alphinity Lead Portfolio Manager Johan Carlberg said: “We are very pleased to have recruited a Client Portfolio Manager with Andy’s experience and record of success to help us service our growing client base. With Andy’s support and a continuation of the strong consistent returns we have become known for, we look forward to deepening our relationships and meeting the requirements of our clients going forward.”

Mr Grimes stated: “It is an exciting time to be joining Alphinity. The team’s focus has always been on investment returns and meeting clients’ expectations, and they have certainly proven themselves and their process over a long period of time and across market cycles.  In addition, Alphinity have now also successfully established a high performing global equity business.  My role will be to meet the needs of our investors who are requesting closer partnerships with Alphinity.”

Alphinity has delivered consistently strong returns since it was established in 2010 by identifying opportunities across market cycles and investing in quality, undervalued companies with underestimated forward earnings expectations.

Its four Australian equity funds have all outperformed their benchmark index since their September 2010 inception to 31 January 2018. Alphinity’s Global Equity Fund has done the same over the two years since its inception, including returning 21.4% in 2017, eight percent above the benchmark MSCI World ex Australia Net Total Return Index (net of fees).

Alphinity Investment Management is owned by its staff in conjunction with Fidante Partners, the boutique management business of Challenger Limited.

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