Livewire Interview: How to avoid the next Slater & Gordon
Tim Samway, Managing Director of Hyperion Asset Management, explains how they identify winners and avoid losers when looking at offshore expansions.
Livewire Interview: How to handle a major sell-off
Owners of high-quality, growing business are starting to look a little nervous following the high-profile falls of Aconex, Bellamy’s, Blackmores, and more. Hyperion Asset Management likes to invest in these kinds of quality, growing businesses, so we spoke to Managing Director, Tim Samway, to hear how he’s been handling sell-offs when they come.
Livewire Interview: There's a real opportunity at the moment
Tim Samway, Managing Director at Hyperion Asset Management, says that a focus on macro themes has created a real opportunity in a number of high quality companies.
Hyperion Managing Director Tim Samway provides a portfolio update and addresses the recent performance of the Hyperion funds.
The last 3 months has seen significant market rotation out of higher PE quality stocks, such as Domino's Pizza, REA and Cochlear, into lower PE stocks such as banks and resource stocks. This has created a challenging performance environment for the Hyperion Funds.
Tim Samway discusses the August 2016 reporting season
Tune in to learn more about what this reporting season tells us about the state of the market and the stocks in the Hyperion portfolios, as Managing Director Tim Samway discusses the recent results.
Tim Samway discusses the February 2016 reporting season
Hyperion's Managing Director Tim Samway discusses the February reporting season results, how Hyperion's quality stocks performed and the portfolios future sources of earnings growth.