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Twenty Nine White Papers

In this downloadable PDF you will find a collection of whitepapers showcasing Hyperion’s research and investment philosophy.

Contents

The difficult quest for long-term alpha after fees revisited

Revisiting a low growth, low interest rate, low inflation world through COVID-19 – Executive Summary

Why the recent increase in inflation and growth is temporary – Part One

Why the rotation to lower quality value stocks will not be sustained – Part Two

The relationship between real growth, inflation, interest rates and valuations – Part Three

Why high-quality businesses can handle high inflation better than most other investments – Part Four

What if our views on inflation turn out to be wrong – Part Five

Hyperion’s Mission, Values and Beliefs – Updated for 2021

How Hyperion Aims to Protect and Grow Your Investment – Updated for 2021

The Death of the Value Anomaly revisited for COVID-19

Equity returns are driven by the few not the average – back the winners!

Why Active Investment Management Businesses Fail

Excessive FUM Destroys Active Asset Management Firms

Hyperion’s Alpha Framework – Leadership and Culture

ESG Framework – Hyperion Asset Management

Hyperion’s Mission, Values and Beliefs

Environmental Social and Governance (ESG) Guidelines

Why the Value Anomaly is Dead

Exponential growth and compounding returns – Part One

The importance of compounding returns in a low growth world – Part Two

The death of the value anomaly in a low growth world – Part Three

The search for management teams that can compound returns in a low growth world – Part Four

Exponential growth and compounding returns in a world of finite natural resources – Part Five

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

Beware the index! (part 1)

Beware the index! A deeper look (part 2)

The difficult quest for long-term alpha after fees

The Importance of Portfolio Construction in Generating Long-term Alpha

How Hyperion Aims to Protect and Grow Your Investment

Mark Arnold, Managing Director, Lead Portfolio Manager & Chief Investment Officer, Hyperion Asset Management

Jason Orthman, Lead Portfolio Manager & Deputy Chief Investment Officer, Hyperion Asset Management

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 name of the fund was changed from Hyperion Global Growth Companies Fund – Class B to Hyperion Global Growth Companies Fund (Managed Fund) on 5 February 2021 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 disclaims 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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