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Hyperion Asset Management ranked first out of 295 global equity funds over five-year period

Sydney, 22 May 2020

Hyperion Asset Management’s Global Growth Companies Fund (Managed Fund) has topped a table of 295 Equity World large cap funds as per the data from the Morningstar Direct Global Fund Manager database, which reports that the Hyperion Global Growth Companies (Managed Fund) delivered a total annualised return of 18.34 per cent over the five year period (ending 30/04/20). The next best performing fund returned 14.81 per cent (or 3.53 per cent less) and the median return of all funds delivered 7.39 per cent (or 10.9 per cent less).

Commenting on the news, Managing Director and Chief Investment Officer, Mark Arnold, credited the top ranking to Hyperion’s strict proprietary process which allows it to separate the highest quality companies from the average: “Some of the factors we look for in a company are a strong value proposition, a highly committed management team that has skin in the game, good investment in R&D and new tech and strong balance sheets. These are companies which we believe will continue to grow and deliver for our investors. And while some people may consider growth stocks to be expensive, investing in them doesn’t mean overpaying.”

Mr Arnold went on to say while the intense market volatility sparked by COVID-19 is a short term issue, he expects that the economic recovery from this period will be difficult and will be hindered by pre-pandemic headwinds including high debt levels, rising wealth inequality, ageing populations and disruption coming from technology and climate change.

“We are currently in an economic environment of stagnation where most companies will experience lower earnings and lower growth and we expect this period will last many years. With the economic pie not growing, companies will need to secure more market share in order to prosper.”

Jason Orthman, Deputy Chief Investment Officer added that Hyperion’s approach is based on the team being forward looking but patient: “We have taken advantage of the market drop to purchase shares in some companies which we had liked but considered overpriced at the time. We are laser focused on protecting and growing our investors’ capital over the long term by investing in companies which continue to perform in all market conditions. We believe that this result is a testament to that goal.”

This article was originally published in Adviser Voice. 

For further information or to arrange an interview, contact:

BlueChip Communication:

P: 02 9018 8600
E: Hyperion@bluechipcommunication.com.au

About Hyperion

 Hyperion Asset Management is a high conviction growth style fund manager that specialises in identifying and investing in quality listed equities. Our proprietary investment process produces a relatively concentrated portfolio of high-quality companies with predictable earnings and superior growth potential. Our clients include large and boutique institutions, and financial advisers. 

About Morningstar

Morningstar Australasia Pty Ltd, is a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research in North America, Europe, Australasia, and Asia. 

Morningstar offers an extensive line of products and services for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. The company provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment adviser subsidiaries. The company has operations in 27 countries. 

Disclaimer – Hyperion Asset Management Limited (‘Hyperion’) ABN 80 080 135 897, AFSL 238 380 is the investment manager of the Funds. Please read the Product Disclosure Statement (‘PDS’) in its entirety before making an investment decision in the Funds. You can obtain a copy of the latest PDS of the Funds by contacting Hyperion at 1300 497 374 or via email to investorservices@hyperion.com.au.

The fund changed its name from Hyperion Global Growth Companies Fund – Class B to Hyperion Global Growth Companies Fund (Managed Fund) on 5 February 2021 in order to facilitate quotation of the fund on the ASX.

Hyperion and Pinnacle Fund Services Limited believes the information contained in this communication is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk. Any opinions or forecasts reflect the judgment and assumptions of Hyperion and its representatives on the basis of information at the date of publication and may later change without notice. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This communication is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any person relying on this information should obtain professional advice before doing so. To the extent permitted by law, Hyperion disclaim all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arise directly or indirectly in respect of such information contained in this communication.

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