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.
During this webinar Managing Director Tim Samway will provide a portfolio update and will address the recent performance of the funds.
- February reporting season – results overview
- Portfolio performance update
- Increased convictions of key holdings in the portfolio
- Portfolio positioning for 2017 and beyond
- Q & A