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: 

     > 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: 

     > 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

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