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Posts by category
- Category: In the media
- Fund manager Hyperion predicts Uber, Lyft will fall by 2030
- The bright spot in the Australian market
- The Australian equity managers who ruled the decade
- Why the right CEO matters more than ever
- Natural resources are finite, and so is global economic growth
- Low growth world no friend of value investing
- Category: News
- Post Reporting Season Update – March 2018
- Australian equities vs Global equities
- Microsoft Corporation (MSFT-US): Hyperion’s Monthly Portfolio Holding Focus
- Intuit (INTU‐US): Hyperion’s Monthly Portfolio Holding Focus
- Medidata Solutions Inc (MDSO-US): Hyperion’s Monthly Portfolio Holding Focus
- Wayfair Inc (W-US): Hyperion’s Monthly Portfolio Holding Focus
- Category: Savvy investors
- Conviction investment and the importance of portfolio construction in generating long-term alpha
- Natural resources are finite, and so is global economic growth
- Why the value anomaly is dead – In a structurally low-growth, low inflation, low interest rate world
- The death of the value anomaly in a low growth world (Part 3)
- The search for management teams that can compound returns in a low growth world (Part 4)
- The importance of compounding returns in a low growth world (Part 2)
