Alpha Investment Management

Chief Investment Officer Jeff Mitchell leads the Investment and Research team and holds primary responsibility for portfolio construction and investment decisions. The team operates with a shared research and decision-making model that includes Head of Investment Solutions Adam Gale and Portfolio Manager Sam Morris, an approach the firm says reduces key-person risk.

Alpha Fund Managers Pty Ltd is part of the Infocus Group and was established in 2007 specifically to create the Alpha Fund Series. Alpha Investment Management Pty Ltd holds the Australian Financial Services Licence (307379) and acts as the investment manager. Equity Trustees Limited, a trustee company founded in 1888, serves as the independent responsible entity for the funds, providing statutory governance and custody oversight.

Alpha specialises in objective-based, multi-asset solutions aimed at platforms, financial advisers, and individual investors. The current offering is limited to the four Alpha managed funds (Moderate, Balanced, Growth, High Growth) and the three separately managed account strategies. There is no public evidence of a bespoke institutional mandate business.

Portfolios use dynamic asset allocation and manager selection across Australian and international shares, property and infrastructure securities, Australian and international fixed income, cash, and alternatives. Each fund is constructed to serve as a potential whole-of-portfolio solution for a specific risk profile, from Moderate through High Growth.

Yes. The firm states that its funds seek to invest in companies demonstrating leading ESG practices while avoiding exposure to issuers whose core business activities are considered to negatively impact the environment or society. The specific screening criteria are not published in detail on the firm’s website.

The in-house investment team, led by Jeff Mitchell, conducts fundamental, valuation-driven research to inform both active asset allocation and external manager selection. Research responsibilities are shared across the team, which includes a Senior Investment Analyst and an Investment Operations Analyst, to ensure continuity.

Alpha’s SMAs are distributed through several major Australian wrap platforms and superannuation platforms, including PlatformplusWRAP, Praemium, Netwealth, and Macquarie Wrap, as listed on the firm’s website.