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Hyperion Asset Management

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  • Reporting Season Wrap - August 2016 Reporting Season Wrap - August 2016 Tim Samway Recorded: Sep 15 2016 32 mins
    Reporting season serves as a vital time for market participants to justify or challenge recent sentiment, and to recalibrate pricing to fundamentals. It is during these periods that the Hyperion portfolios tend to outperform as our portfolio companies prove they can deliver superior sales and earnings growth regardless of cyclical factors or market conditions.

    Learn more about what this reporting season tells us about the state of the market and the stocks in the Hyperion portfolios, as Managing Director Tim Samway discusses the recent results in this live webinar.

    What we will discuss:

    - The winners and losers of reporting season
    - Sources of earnings growth in a low growth environment
    - Hyperion portfolio stock discussion
    - What we are avoiding
  • Reporting Season Analysis - February 2016 Reporting Season Analysis - February 2016 Tim Samway, Managing Director of Hyperion Asset Management Recorded: Mar 16 2016 41 mins
    In excess of 90% of our alpha has been historically generated around reporting season. So reporting season is clearly an important time for Hyperion’s portfolios and one when our process is put to the test.

    Learn more about what this reporting season tells us about the state of the market and the stocks in the Hyperion portfolios, as Managing Director Tim Samway discusses the recent results in this live webinar.

    What we will discuss:

    - The winners and losers of reporting season
    - Sources of earnings growth in a low growth environment
    - Hyperion portfolio stock discussion
    - What we are avoiding
  • Australian Companies Reporting - What You Need To Know Australian Companies Reporting - What You Need To Know Justin Woerner, Portfolio Manager, Hyperion Asset Management Recorded: Sep 14 2015 29 mins
    In excess of 90% of our alpha is generated around reporting season historically – clearly an important time for Hyperion’s portfolios and one when our process is put to the test. Learn more about what this reporting season tells us about the state of the market and what this means for the Hyperion portfolios looking forward, as Portfolio Manger Justin Woerner discusses the recent results in this live webinar.

    What we will discuss:
    - What this reporting season tells us about the state of the market

    - Hyperion's focus on predictability is put to the test - how did we fare?

    - Where we expect growth to come from now. And where we think it won't it come from.

    - Hyperion portfolio stock discussion
  • Harnessing disruption for growth in your clients portfolios Harnessing disruption for growth in your clients portfolios Tim Samway, Managing Director of Hyperion Asset Management Recorded: Aug 5 2015 36 mins
    Join Tim Samway, Managing Director of Hyperion Asset Management for a 20 minute webinar as he discusses the acceleration of innovation, the game-changing impact it is having on blue chip industries and why disruption is the key to capital preservation and growth over next decade

    WHAT WE WILL DISCUSS.

    > Why disruption is more than just a buzz word

    > Why you should be worrying about capital preservation more than ever

    > Which industries are ripe for disruption right now

    > Identifying the beneficiaries of disruption

    > High Stakes: What it takes to pick a winner (hint: it's not just luck)

    > Pittfalls you need to be aware of

    > Our top picks for disruptive stocks
  • Reporting season wrap: Why earnings growth, not yield, is the key Reporting season wrap: Why earnings growth, not yield, is the key Joel Gray - Portfolio Manager Recorded: Mar 27 2015 28 mins
    February has wrapped up another outstanding interim reporting season for the Hyperion portfolios. Despite the surprisingly upbeat re-rating of the broader market, there are signs that cost cutting is still cushioning earnings in the mining sector and the revaluation of yield stocks as a result of interest rate falls has created further downside risk in this low growth environment.

    The ability to deliver earnings growth will be the key driver of future long-term investment performance.

    Join Joel Gray, Portfolio Manager at Hyperion Asset Management for a 20 minute webinar to discuss how Hyperion’s portfolio companies have performed and the outlook for growth.

    WHAT WE WILL DISCUSS.

    > The winners and losers of reporting season

    > Earnings momentum and what this means for the Hyperion portfolios

    > Sources of earnings growth and our growth outlook

    > What we are avoiding
  • Access Global Growth Via Quality Listed Australian Stocks Access Global Growth Via Quality Listed Australian Stocks Tim Samway Recorded: Feb 10 2015 34 mins
    At Hyperion we don’t spend a lot of time on macro related issues, but we do take note of conspicuous trends – such the steady exodus of investors reallocating to international stocks, attempting to capitalise on the falling Australian dollar and to escape the mining slow down.

    Forecasting currencies is a challenge few investors succeed at. At Hyperion our focus is identifying high calibre, quality growth opportunities. And for the majority of the Australian-listed businesses we hold, this includes significant exposure to internationally sourced, growing revenue streams. Clearly, the long-term correlation between the down-trending Australian Dollar and businesses exposed to global revenue streams is a plus for our portfolio.

    Join Tim Samway, Managing Director of Hyperion Asset Management for a 20 minute webinar.

    WHAT WE WILL DISCUSS.

    > Why you should consider gaining your exposure to global growth via Australian-listed businesses
    rather than speculating on currency moves.

    > Which high quality, globally competitive Australian businesses are expected to grow offshore revenue.
  • Global threats - How at risk are Australian companies? Global threats - How at risk are Australian companies? Joel Gray Recorded: Oct 29 2014 29 mins
    More than ever Australian companies are growing beyond their borders as the magnitude of overseas-sourced revenue streams continues to grow. It is increasingly apparent that only the fittest, most innovative and culturally agile businesses can compete and thrive in this highly competitive environment. Hyperion’s Portfolio Manager Joel Gray has recently returned from a 3 week international research trip, where he undertook on-the-ground analysis of the overseas operations of Australian businesses, scoping of the competitive environment and assessment of disrupters and possible competitive threats to the holdings in Hyperion’s portfolios.

    Join Joel for this 30 minute webinar as he shares his findings and learn what the state of the global marketplace means for Hyperion’s portfolios and Australian companies in general.

    WHAT WE WILL DISCUSS.

    > The global threat - how at risk are Australian companies from offshore competitors and innovators?

    > Where growth opportunities lie for quality Australian companies?

    > What it takes to expand the addressable market globally and companies we thinks are able to do this

    > What opportunities (and dangers) the weak Australian dollar presents in this environment
  • REPORTING SEASON: WHAT YOU NEED TO KNOW REPORTING SEASON: WHAT YOU NEED TO KNOW Jason Orthman Recorded: Sep 15 2014 28 mins
    REPORTING SEASON: WHAT YOU NEED TO KNOW

    In excess of 90% of our alpha is generated around reporting season historically – clearly an important time for Hyperion’s portfolios and one when our process is put to the test. Learn more about what this reporting season tells us about the state of the market and what this means for the Hyperion portfolios looking forward, as Portfolio Manger Jason Orthman discusses the recent results in this live webinar.

    What We Will Discuss:

    > What August reporting season tells us about the state of the market

    > Hyperion’s focus on predictability is put to the test – how did we fare?

    > What does a strong 2H mean in a long-term context?

    > Where do we expect growth come from now? And where won’t it come from?

    > Is online still the place to be? And where do we see the next great growth opportunities?
  • Not All Growth Stocks Are Created Equal Not All Growth Stocks Are Created Equal Joel Gray - Portfolio Manager Recorded: Jun 3 2014 28 mins
    The rise and fall of hyper-growth stocks with volatile (or even zero) earnings has done much to enhance the appeal of time honoured fundamental analysis and a strict definition of what constitutes a quality stock.

    Hyperion’s Portfolio Manager, Joel Gray, will discuss how to steer clear of the hype and the noise that can distort the true intrinsic outlook for a stock.

    What We Will Discuss:
    > What sets some growth stocks apart from others?
    > What are the criteria for identifying quality growth stocks?
    > How to capture growth (and avoid the noise).
    > The outlook for earnings growth.
    > Knowing when to sell.
  • Hyperion Webinar: Australian Companies Reporting Season Analysis Feb 2014 Hyperion Webinar: Australian Companies Reporting Season Analysis Feb 2014 Justin Woerner Recorded: Mar 17 2014 37 mins
    Portfolio Manager Justin Woerner will discuss the recent Australian companies reporting season and what these results mean for our portfolios.