The Alpha Investment Management Team

The 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.

Jeff Mitchell

Chief Investment Officer

Adam Gale

Investment Specialist

Sam Morris

Portfolio Manager

George Lu

Research Analyst

Learn more about Alpha

Explore what Alpha Investment Management has to offer.

Investment Philosophy




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 More

Ethical Investing

The 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 More

Funds Management

Each 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 More

Managed Accounts

Alpha’s Separately Managed Accounts (SMAs) are actively managed diversified portfolios invested across growth assets and defensive income-oriented assets.

Learn More

Get in touch

Contact Us

For all general enquiries regarding the Alpha investment products and services please contact our friendly team via the contact form.