Alpha Investment Management

Alpha Investment Management

Alpha Investment Management was founded in 2007 as part of the broader Infocus Group, with the specific mandate of launching the Alpha Fund Series. The firm was built to provide financial advisers and individual investors with a packaged set of multi-asset, risk-profiled funds — Moderate, Balanced, Growth, and High Growth — each acting as a potential whole-of-portfolio solution. The underlying entity is Alpha Fund Managers Pty Ltd, operating as a Corporate Authorised Representative of Alpha Investment Management Pty Ltd (AFSL 307379). The firm’s investment process combines active asset allocation with fundamental manager selection across Australian and international equities, property and infrastructure securities, Australian and international fixed income, cash, and alternatives. The separately managed account range, available on platforms such as Praemium, Netwealth, and Macquarie Wrap, extends the same multi-asset philosophy to more customised mandates. Jeff Mitchell, supported by Head of Investment Solutions Adam Gale and Portfolio Manager Sam Morris, runs a centralised research and portfolio construction function designed to reduce key-person risk. The explicit strategy is to deliver consistent long-term outperformance through different market cycles while blending capital growth with income. Alpha operates as a boutique team of eight professionals, led by Mitchell and Managing Director Darren Steinhardt, from a single office in Melbourne’s Exhibition Street. The firm discloses an ethical overlay — its funds seek to avoid companies with core business activities deemed to negatively impact the environment or society. The responsible entity for the Alpha Fund Series is Equity Trustees Limited (EQT), a trustee company established in 1888 by its own Act of Parliament, providing an independent governance layer that is standard for the Australian retail funds market. The structural shape worth noting is the full embed within the Infocus Group, a broader wealth-management and financial-advice network. This means Alpha does not raise capital independently of the advisory ecosystem; its products are purpose-built for the platforms and advice practices that Infocus serves, making the firm’s growth trajectory effectively a function of the group’s distribution reach rather than a direct institutional fundraising effort.