Finding Growth in Australian Equities

Manage webcast
Mark Arnold - Hyperion Chief Investment Officer
Australian equities have been under pressure but signs of growth are percolating up - if you know where to look!

With market volatility and uncertainty at high levels in the Australian equities market, Mark Arnold, Hyperion Asset Management's Chief Investment Officer and Investment Committee Chair, will provide a quick overview of:

•The relationship between economic growth and earnings growth

•The credit growth cycle, earnings growth and confidence

•How confidence plays a role in stock pricing

•Which drivers you need to watch to ensure long-term stock returns

•The implications for Hyperion's portfolio in a low credit growth environment with low levels of confidence
Aug 2 2012
33 mins
Finding Growth in Australian Equities
  • Channel
  • Channel profile
  • Harnessing disruption for growth in your clients portfolios Aug 5 2015 12:30 am UTC 45 mins
    Tim Samway, Managing Director of Hyperion Asset Management
    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 Recorded: Mar 27 2015 28 mins
    Joel Gray - Portfolio Manager
    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 Recorded: Feb 10 2015 34 mins
    Tim Samway
    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? Recorded: Oct 29 2014 29 mins
    Joel Gray
    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 Recorded: Sep 15 2014 28 mins
    Jason Orthman
    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 Recorded: Jun 3 2014 28 mins
    Joel Gray - Portfolio Manager
    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 Recorded: Mar 17 2014 37 mins
    Justin Woerner
    Portfolio Manager Justin Woerner will discuss the recent Australian companies reporting season and what these results mean for our portfolios.
  • Hyperion Webinar: Australian Companies Reporting Season Analysis Recorded: Oct 9 2013 28 mins
    Joel Gray - Hyperion Portfolio Manager
    Hyperion Portfolio Manager, Joel Gray, will discuss the recent Australian companies reporting season.

    During our Hyperion webinar we will discuss:

    * Results overview

    * What are the signs of returning corporate confidence?

    * Update on interesting company acquisitions and capital raisings

    * Will the growth in online stocks continue?

    * How have sales, EPS & DPS contributed to growth in the market and Hyperion's portfolio?

    * How has Hyperion performed since reporting season?

    * Why did the long term intrinsic value of the portfolio drift higher through reporting season?
  • Hyperion Webinar: Is now the right time for mid / small caps to out-perform? Recorded: Jul 18 2013 33 mins
    Tim Samway, Managing Director, Hyperion & Joel Gray, Portfolio Manager, Hyperion
    Since the GFC mid and small cap stocks have under-performed their larger cap peers in the Australian equity market. So is now the right time for mid / small caps to out-perform?

    During our Hyperion webinar we will discuss:


    * Why have mid / small caps under performed large caps in the Australian equity market?

    * Some mid / small cap sectors & stocks have out-performed - which ones and why?

    * What attributes should investors look for in picking out-performing small / mid cap stocks?

    * What is Hyperion looking for in the upcoming companies reporting season?

    * What is the long-term outlook for mid / small companies?
  • Why earnings growth matters in a low growth environment Recorded: Feb 28 2013 28 mins
    Tim Samway, Managing Director, Hyperion Asset Management
    What the February 2013 interim reporting season has highlighted and how Hyperion Asset Management’s portfolio can make a difference to your clients
  • Australian Equities – Have investors moved from fear to greed Recorded: Dec 6 2012 68 mins
    Tim Samway – Managing Director, Hyperion Asset Management; Adrian Whittingham – Director, Pinnacle Investment Management.
    Recorded at a series of national lunches, Hyperion Asset Management’s Managing Director Tim Samway discusses a number of key indicators that suggest investors have made a fundamental shift towards greed, or perhaps hope.

    Why in its early cycle, we are witnessing a shift from defensive to growth assets

    Relative valuations of large, mid and small caps

    Can capital-light businesses such as SEEK, Wotif etc. maintain their growth profile

    Who will be the long term winners from the shift out of cash
  • Benefits of Hyperion Asset Management in a blended portfolio Recorded: Sep 12 2012 34 mins
    Tim Samway, Managing Director of Hyperion Asset Management
    Hyperion's Managing Director, Tim Samway, discusses the Hyperion Australian Growth Companies fund in terms of:
    • Long-term fundamental protection
    • Real investment growth since 1996
    • Dividend streams to fund clients’ retirement incomes
    • Excellent blending opportunities with passive core equity strategies
  • Finding Growth in Australian Equities Recorded: Aug 2 2012 33 mins
    Mark Arnold - Hyperion Chief Investment Officer
    Australian equities have been under pressure but signs of growth are percolating up - if you know where to look!

    With market volatility and uncertainty at high levels in the Australian equities market, Mark Arnold, Hyperion Asset Management's Chief Investment Officer and Investment Committee Chair, will provide a quick overview of:

    •The relationship between economic growth and earnings growth

    •The credit growth cycle, earnings growth and confidence

    •How confidence plays a role in stock pricing

    •Which drivers you need to watch to ensure long-term stock returns

    •The implications for Hyperion's portfolio in a low credit growth environment with low levels of confidence
  • Reporting Season Wrap Up & the Search for Dividends - What you need to know! Recorded: Mar 23 2012 29 mins
    Joel Gray
    The current reporting season has highlighted that fundamentally sound companies can continue to deliver dividends to their shareholders. But how do you identify sound companies, whether small or large cap, when Europe's economic rollercoaster is permeating international markets? Hyperion Asset Management's Dr Manny Pohl, who has recently returned from the UK and Europe, and Joel Gray will discuss:

    • An Australian perspective on the European situation and what it means to Australian investors

    • Key highlights of the February 2012 reporting season

    • Whether stable dividend streams can be found in Australian equities as low interest rates continue to impact investors' cash flow

    •The outlook for Australian equities
  • What is the USA doing to Australian shareholders? Recorded: Nov 28 2011 27 mins
    Joel Gray & Jason Orthman
    Having recently returned from an in-depth study tour of the USA, Hyperion's fund management team share their insights on the US economy and what impact US operations are having on Australian companies.

    Hyperion's webinar will discuss:

    • Which non-resources companies with exposure to US growth can improve risk adjusted returns for your portfolio by diversifying away from the resources/ China theme

    • Company specific drivers that will ensure EPS & DPS growth in all market conditions

    • The outlook for Australian equities
  • What's happening to Australian equities? Recorded: Sep 13 2011 33 mins
    Dr Manny Pohl - MD & CEO - Hyperion Asset Management
    Australian Equities Update

    With market volatility and uncertainty at extreme levels in the past month, Dr Manny Pohl, Hyperion Asset Management's CEO, Managing Director and Investment Committee Chair, will provide financial advisers with an in-depth update on:

    • Which quality stocks to invest in and why

    • Resources sector versus the rest of the market

    • The outlook for Australian equities
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