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Hyperion

Our Team

Investment Team

At Hyperion, the collaborative, rigorous approach of our investment team focuses on building sustainable long term returns for our clients.

We value expertise over hierarchy and each member of our investment team takes personal ownership of our investment process, which increases their commitment to results. A deep understanding of each company ensures that we place more weight on our independent research than on management’s point of view. To promote our client-centric model, each member of our investment team has substantial capital invested in Hyperion’s products. Our clients can be confident that the investment team’s goals are aligned with their interests.


Mark Arnold

Chief Investment Officer & Investment Committee Chair - CFA, B.Com, LLB, CA, SF Fin

"We work to identify and eliminate behavioural biases in our decision making so that we always focus on long-term fundamentals. I have been involved with Hyperion since 1997 and directly managing portfolios for the business since 1998. I am pleased with the outperformance we have generated for our clients and I believe it is a testament to our philosophy of only investing in the highest quality companies."

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Joel Gray

Portfolio Manager - CFA, B.Ec, F Fin

“I bring to the Hyperion board a commitment to ensuring that we maintain the highest ethical standards and that long-term alpha generation will be the primary focus. My 16 years of experience as a bottom-up stock-picker ensures that I am always looking at the Hyperion business issues from the viewpoint of protecting long-term returns. I have a passion for investing and believe in the Hyperion process, having been deeply involved in its development.”

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Justin Woerner

Portfolio Manager - CFA, B.Com

Justin, a CFA charterholder, joined Hyperion Asset Management in August 2004 as an Assistant Fund Manager. Justin gained four years of industry experience as a Fund Manager Analyst with a Melbourne based research house.

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Jason Orthman

Portfolio Manager - CFA, B.Eng (Chemical), B.Bus

Jason’s experience in the equities industry commenced in 2002. Prior to joining Hyperion Asset Management in 2008, Jason worked with Wilson HTM Investment Group. During his time at Wilson HTM, Jason worked as a senior research analyst within the mid-cap industrial team covering a wide range of sectors including mining services, retail, manufacturing and waste.

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William Hartnell

Portfolio Manager - CFA, B.Com (Hons), B.BusMan

Prior to joining Hyperion Asset Management in 2012, Will worked at PwC in Sydney and Brisbane in various roles including Mergers and Acquisitions and Corporate Value Advisory. He has a passion for financial markets and enjoys using his corporate finance expertise to add value to portfolio management. Will has undergraduate qualifications in Commerce (Honours) and Business Management and is a CFA charterholder.

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Liam Polkinghorne

Investment Analyst - CFA, LLB B.Com

Liam is involved in analysing the businesses within the Hyperion portfolios and researching new ideas that meet the firm’s rigorous investment criteria. Prior to joining Hyperion Asset Management in 2014, Liam worked for several years as a tax structuring lawyer. Liam has undergraduate qualifications in Law and Commerce (majoring in Finance) and is a CFA Charterholder.

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Michael Mewburn

Investment Analyst - CFA, B. Fin

Michael joined Hyperion in 2015 and is responsible for research and analysis on companies held within the Hyperion portfolios. Prior to joining Hyperion, Michael gained over four years’ experience as an analyst within the funds management industry. Michael is a CFA Charterholder and has completed a Bachelor of Finance and a Diploma of Financial Services.

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Justin Breen

Dealer - B.Bus, MAppFin, Dip.FinMarkets

Justin is responsible for trading the domestic and global equity portfolios. In his capacity as Dealer, he also spends time developing the company’s trading and portfolio management systems. Prior to joining Hyperion in July 2016, Justin was a derivatives trader for ERM Power Limited, where he co-managed a $4bn energy portfolio. Justin holds an undergraduate degree in Business and a Master of Applied Finance. He is a member of the Australian Financial Markets Association and Financial Services Institute of Australasia.

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Level 19
307 Queen Street

Brisbane, QLD, 4000

Phone 1300 497 374
Fax (07) 3020 3701

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