Hyperion Asset Management

06/12/2023

In our most recent webinar ‘Quality Structural Growth Opportunities & Portfolio Update’, Hyperion Asset Management's MD and CIO Mark Arnold, CFA and Deputy CIO Jason Orthman discussed:

• the economic outlook and what that means for growth assets;
• the importance of first principles investing;
• whether the impact of artificial intelligence and machine learning is real; and
• portfolio and reporting season updates.

Listen to their insights on-demand here: https://www.hyperion.com.au/landing-pages/registration-page-webinar-quality-structural-growth-opportunities/

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however Hyperion pays licensing fees in order to be able to display these awards’ logos. Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded th...

01/08/2023

Hyperion believes our Global Strategy is well positioned to benefit from any inflection point from artificial intelligence/machine learning (AI/ML) usage. We think there are three key benefits from AI/ML usage:

◾ Productivity Benefits: Automating processes like product development and go-to-market should enhance internal efficiency.

◾ Revenue Opportunities: We expect management teams will monetise AI/ML capabilities by offering additional pricing tiers, modules, or subscriptions. Microsoft recently announced this approach through their Copilot product.

◾ Sustainable Competitive Advantages: Dominant platforms with better data will create a virtuous loop, attracting more customers, generating more data for AI model training, and ultimately offering a more compelling product.

To read more about Hyperion’s Global Strategy AI and ML insights, click here: https://www.hyperion.com.au/news/hyperion-global-strategy-artificial-intelligence-machine-learning-insights/

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however Hyperion pays licensing fees in order to be able to display these awards’ logos. Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded th...

24/07/2023

Hyperion's MD and CIO Mark Arnold, recently caught up with Livewire Markets. We discussed how Hyperion identifies high-quality structural growth opportunities, while also reflecting on standout performers in FY23.
Three of Hyperion’s funds featured in Livewire Markets' top 10 rankings for both Australian and global equity fund performance in the last financial year.

You can read the full interview below.

Mark Arnold shares some stocks that bolstered his team's small-cap growth strategy last financial year and some other consistent performers.

03/07/2023

Over the past decade, our portfolios have seen benefits from artificial intelligence and machine learning advancements, but it has been in more recent months that we have witnessed a surge of market excitement. Some positive catalysts of these technologies amongst our portfolio are seen through the following:

> Productivity Boosts - many companies are now able to do more with less, such as launching new products more cost effectively;

> Emerging Revenue Potential - opportunity for new revenue streams the market has not identified yet, such as increasing pricing tiers and subscription costs; and

> Increased Competitive Advantage - as higher quality first-party data grows, so too do training datasets and their respective models.

We believe these catalysts mean Hyperion’s portfolios are well placed for the emergence of AI and machine learning over time.

We explored some of the thematics from which our portfolios will continue to benefit from, including AI and machine learning, in our recent webinar. You can watch the full webinar on-demand here: https://www.hyperion.com.au/landing-pages/registration-page-webinar-the-importance-of-quality-structural-growth/

27/06/2023

Hyperion exploits two key inefficiencies: Time Arbitrage and the Quality Anomaly.

- Time Arbitrage: Market consensus tends to be conservative and mean reverts after two or three years. However, high-quality companies can sustain their growth for extended periods. We seize this opportunity by focusing on companies with enduring growth potential that the market may underestimate in later years.

- Quality Anomaly: When a business pioneers something highly innovative, disruptive, or simply misunderstood by the market, the power of its long-term earnings profile may be hidden. Some examples of these unique investment opportunities that Hyperion has historically identified include REA Group, WiseTech, Alphabet, and Tesla.

To hear more about Hyperion’s investment process and how it differs from other market participants, you can listen to our recent webinar on-demand here: https://www.hyperion.com.au/landing-pages/registration-page-webinar-the-importance-of-quality-structural-growth/

20/06/2023

In our latest webinar, MD and CIO Mark Arnold and Deputy CIO Jason Orthman discussed the importance of investing in high-quality growth companies, what we think makes Hyperion different to other investment managers, and highlighted the inefficiencies we exploit.

For an overview of Hyperion’s unique approach, and to hear an update on our portfolios and reporting season, listen to our webinar on-demand here: https://www.hyperion.com.au/landing-pages/registration-page-webinar-the-importance-of-quality-structural-growth/

02/06/2023

Just under a week to go until Hyperion Asset Management's webinar hosted by MD and CIO Mark Arnold, CFA and Deputy CIO Jason Orthman.

Join us as we discuss:
- The economic outlook and what that means for growth assets;
- Why we believe investing in high-quality structural growth companies is important;
- What makes Hyperion different; and
- Portfolio and reporting season updates.

Register your spot here:
https://www.hyperion.com.au/landing-pages/registration-page-webinar-the-importance-of-quality-structural-growth/

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however Hyperion pays licensing fees in order to be able to display these awards’ logos. Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded th...

31/05/2023

With the economic events of 2022 now behind us, understanding the trends impacting your investments is paramount. Hyperion Asset Management invites you to join our upcoming webinar, "The Importance of Quality Structural Growth", on Thursday, June 8th where Hyperion MD and CIO Mark Arnold and Deputy CIO Jason Orthman will explain what makes Hyperion different to other investment managers and highlight the inefficiencies we exploit. Register to secure your spot today: https://www.hyperion.com.au/landing-pages/registration-page-webinar-the-importance-of-quality-structural-growth/

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however Hyperion pays licensing fees in order to be able to display these awards’ logos. Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded th...

26/05/2023

Join us for our upcoming webinar on June 8th with Hyperion Asset Management's MD and CIO Mark Arnold, CFA and Deputy CIO Jason Orthman, as we provide an overview of the current economic outlook, its implications for growth assets, and the significance of high-quality structural growth companies in the current market landscape.

Webinar Day: Thursday, 8th June

Time: AEST: 11:00am / NZST: 1:00pm

Register now:

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however Hyperion pays licensing fees in order to be able to display these awards’ logos. Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded th...

19/05/2023

In our upcoming webinar on 8th June, we will take a step back and remind our investors why we believe investing in high-quality structural growth companies is important.

We will look at the first quarter reporting season for our Global strategy, review both of our Domestic strategies (Australian Growth and Small Growth Companies Funds), and discuss why we remain confident in our portfolio companies and their ability to produce excess returns.

Register for the webinar here:

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however Hyperion pays licensing fees in order to be able to display these awards’ logos. Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded th...

12/05/2023

With the economic events of 2022 largely behind us, markets have shifted their focus from macro trends to company fundamentals.

Join us for our next webinar where Hyperion CIO Mark Arnold, CFA and Deputy CIO, Jason Orthman will discuss why concentrating on long-term investing and the fundamental strengths of high-quality companies are key to compounding wealth.

Register for the webinar here: https://www.hyperion.com.au/landing-pages/registration-page-webinar-the-importance-of-quality-structural-growth/