Our fund updates will provide intuitive insights into the investment market which will enable financial advisers to be better equipped to deal with the growing complexities of investing money for your clients.

WHAT WE WILL DISCUSS. 

     > Australian and Global reporting season - results overview

     > Portfolio performance update

     > Increased convictions of key holdings in the portfolio

     > Portfolio positioning for 2018 and beyond

     > Q & A

Post Reporting Season Update

What we will discuss: 

     > How Australian quality companies rank against their global peers

     > What are the expected returns from Gloval vs Australian equities?

     > The differentiated opportunity set - size / addressable markets

     > The level of tech exposure and the implications of this

     > Relative valuations of stocks

     > Exposure to Asia

     > Concentration risk

Australian equities vs Global equities

WHAT WE WILL DISCUSS: 

     > September reporting season - results overview

     > Portfolio performance update

     > Key holdings in the portfolio

     > Portfolio positioning for FY2017/2018

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 Post Reporting Season Update

WHAT WE WILL DISCUSS. 

     > Performance update

     > Portfolio positioning for 2017 and beyond

     > Q & A

Hyperion Portfolio Update

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 Wrap - August 2016

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

Reporting Season Analysis - February 2016

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

The market can ignore great earnings growth.. But not for long!

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