Tim Samway, Managing Director of Hyperion Asset Management invites you to join them to compare and contrast Australian equities versus global equities from a fund manager that invests in both.
- How Australian quality companies rank against their global peers
- What are the expected returns from Gloval vs Australian equities?
- The differentiated opportunity set – size / addressable markets
- The level of tech exposure and the implications of this
- Relative valuations of stocks
- Exposure to Asia
- Concentration risk