Insights

Traditional value investing typically relies on investing in average businesses that are heavily reliant on a strong economy for...

Introduction At Hyperion Asset Management (Hyperion), we believe the best way to achieve the financial benefits of long-term compounding...

Introduction Hyperion Asset Management (Hyperion) exists to help our clients protect and grow their capital over the long term....

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

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

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

A multi-billion-dollar asset manager, whose top investments include an internet auction website and healthcare darling CSL, has taken the...

To successfully ride (and take advantage of) short-term sentiment in equity markets, investors need to understand that there are...

Market indices are made up of large and capital-intensive businesses, dependent on old technology. These businesses have performed well...

Unless you feel confident that the index contains companies with long-term growth potential, it might not be the best...

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

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