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Hyperion Asset Management

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  • Post Reporting Season Update
    Post Reporting Season Update Tim Samway Recorded: Sep 14 2017 41 mins
    WHAT WE WILL DISCUSS:

    > September reporting season - results overview

    > Portfolio performance update

    > Key holdings in the portfolio

    > Portfolio positioning for FY2017/2018
  • The market can ignore great earnings growth.. But not for long!
    The market can ignore great earnings growth.. But not for long! Tim Samway, Managing Director of Hyperion Asset Management Recorded: Jun 7 2017 38 mins
    During this webinar Tim Samway, Managing Director of Hyperion Asset Management, will discuss:

    > Why earnings growth will drive share prices

    > Is there any growth left for the banks?

    > Portfolio performance update

    > Q & A
  • Hyperion Post Reporting Season Update
    Hyperion Post Reporting Season Update Tim Samway Recorded: Mar 16 2017 35 mins
    WHAT WE WILL DISCUSS.

    > February reporting season - results overview

    > Portfolio performance update

    > Increased convictions of key holdings in the portfolio

    > Portfolio positioning for 2017 and beyond

    > Q & A
  • Hyperion Portfolio Update
    Hyperion Portfolio Update Tim Samway Recorded: Feb 6 2017 33 mins
    WHAT WE WILL DISCUSS.

    > Performance update

    > Portfolio positioning for 2017 and beyond

    > Q & A
  • 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.

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