Insights

Keep up to date with the latest investment insights and media articles from Hyperion team.

Investing Update

Microsoft Corporation (MSFT-US): Hyperion’s Monthly Portfolio Holding Focus

Portfolio Holding Focus: Microsoft Corporation (MSFT-US) Microsoft Corporation is a household name in IT and particularly software. Its business...
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Investing Update

Intuit (INTU‐US): Hyperion’s Monthly Portfolio Holding Focus

Portfolio Holding Focus: Intuit (INTU‐US) Intuit Inc provides financial management software directly to business consumers and accountants. Predominantly, its products are focused on...
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Investing Update

Medidata Solutions Inc (MDSO-US): Hyperion’s Monthly Portfolio Holding Focus

Portfolio Holding Focus: Medidata Solutions Inc (MDSO-US) Medidata Solutions Inc develops cloud-based software solutions for clinical research. Its customers...
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Investing Update

Wayfair Inc (W-US): Hyperion’s Monthly Portfolio Holding Focus

Portfolio Holding Focus: Wayfair Inc (W-US) Wayfair Inc offers one of the world’s largest online selections of furniture, home...
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Investing Update

Hermès International (RMS-FR): Hyperion’s Monthly Portfolio Holding Focus

Portfolio Holding Focus: Hermès International (RMS-FR) Hermès International manufactures, distributes and sells luxury apparel products, including leather goods, ready-to-wear...
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Investing Update

Amazon.com Inc (AMZN-US): Hyperion’s Monthly Portfolio Holding Focus

Portfolio Holding Focus: Amazon.com Inc (AMZN-US) Amazon.com Inc provides global online retail shopping services to consumers, sellers, enterprises and...
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Savvy Investors

Beware the index! (Part 1)

Most broad-based equity indices predominately comprise mature, old-world industrial businesses, highly geared companies including banks, low quality commodity-based businesses,...
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Savvy Investors

Beware the index! (Part 2)

Part 1 of our article “Beware the index!” took a general look at the composition of market indices. We...
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Savvy Investors

The difficult quest for long-term alpha after fees

Experience and academic research indicate that it is difficult for even the most skilful fund managers to produce net...
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Savvy Investors

Reflections on structural macro headwinds…and what they mean for long-term equity market returns

We face a low growth, low inflation and low interest rate world over the next decade and beyond due...
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Savvy Investors

Conviction investment and the importance of portfolio construction in generating long-term alpha

Successful equity investors understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to...
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Savvy Investors

How Hyperion aims to protect and grow your investment

Hyperion Asset Management “Hyperion” is a client-centric, alpha seeking business; our primary objective is to protect and grow your...
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In the media

Livewire: Corporate Travel Management set for double-digit growth

This time last year, we made a call on Corporate Travel Management (CTD). At the time, we believed the market was...
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In the media

The Australian: ‘Old economy’ stocks don’t fit Hyperion Asset Management style

Hyperion Asset Management is very much “bottom-up” in its ­approach to stock picking. But chief investment officer Mark Arnold...
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In the media

Livewire: Fasten your seatbelts, headwinds ahead for the global economy

If you are among the many Australians paying a mortgage, lower for longer probably sounds like good news when...
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In the media

Cuffelinks: Five structural headwinds hitting the global economy

The bad news is that low interest rates, low inflation and low economic growth are likely to be our...
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In the media

Money Management: International equities, luxury goods and sticking to fundamentals

The bias of Australian financial advisers and their investors towards domestic equities is well documented. At the same time,...
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