Hyperion Australian Growth Companies Fund
Welcome to a new world of index-beating growth investing
At the heart of the Hyperion Australian Growth Companies Fund is our rigorous proprietary investment process which combines meticulous quantitative analysis with in-depth qualitative research. We have a passion for buying the highest quality businesses with strong growth prospects and identifiable competitive advantages at an attractive price based on a long-term horizon.
We exploit other market participants' focus on short-term market sentiment and performance benchmarks; we think and act more like smart business owners than stock pickers. We believe, and our results have shown, that well-managed companies with solid fundamentals produce the best long-term returns for our clients.
The Hyperion Australian Growth Companies Fund is no longer accepting applications from new direct investors. Existing unit holders may continue to invest in both funds.
The Hyperion Australian Growth Companies Fund seeks to achieve medium to long-term capital growth and income through investing in high calibre Australian companies. The Fund aims to achieve a total return after expenses that exceeds the S&P/ASX 300 Accumulation Index over a five year horizon. The Fund is highly concentrated, typically containing between 15-35 stocks, with low turnover.
The Fund invests in growth- oriented companies which pass Hyperion’s rigorous investment process. The fund is dominated by companies:
- That own high quality business franchises;
- With above average growth potential;
- With low levels of gearing- with predictable medium to long-term earnings streams.
Hyperion actively manages its portfolio of companies using proprietary quantitative analytical models, as well as qualitative bottom-up research. Our rigorous research process creates high-conviction, benchmark insensitive portfolios with excellent after-tax efficiency. We are proud of our track record of index-beating long term performance over multiple business cycles. Any investments that do not pass our stringent requirements are not held; we regularly review our portfolio holdings and rebalance as necessary to maintain quality standards.
This fund is appropriate for investors who are willing to take more risk in search of greater returns. Aggressive investors are comfortable with volatility and with the possibility of negative returns and aim to invest over a long period. Risk is controlled on an absolute basis by investing in quality companies. Mutual fund investing involves risk, including the possible loss of principal invested.