Reporting Season Analysis - February 2016

Presented by

Tim Samway, Managing Director of Hyperion Asset Management

About this talk

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

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