Portfolio Update and Market Outlook
Hyperion Asset Management’s Managing Director and Chief Investment Officer Mark Arnold and Deputy Chief Investment Officer Jason Orthman discuss the performance overview for the past 12 months and key insights from the latest Global and Australian reporting seasons. In addition, they provide an overview of Hyperion’s portfolios and positioning and why we believe there is a compelling opportunity in structural growth companies.Watch Webinar
This communication is prepared by Hyperion Asset Management Limited (ABN 80 080 135 897 AFSL 238380) (Hyperion) as investment manager of Hyperion Australian Growth Companies Fund (ARSN 089548443), Hyperion Global Growth Companies Fund (Managed Fund) (ARSN 611084229) and Hyperion Small Growth Companies fund (ARSN 089548943) (Funds). The Hyperion Global Growth Companies Fund – Class B changed its name to Hyperion Global Growth Companies Fund (Managed Fund) on 5 February 2021 in order to facilitate quotation of the fund on the ASX.
Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 (PFSL) is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly-owned subsidiary of the Pinnacle Investment Management Group Limited ABN 22 100 325 184 (Pinnacle). The Product Disclosure Statement (PDS) and Target Market Determination (TMD) of the Funds is available at https://www.hyperion.com.au/. Any potential investor should consider the relevant PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds.
This communication is for general information only. It 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. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.
Whilst Hyperion, PFSL and Pinnacle believe the information contained in this communication is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. Subject to any liability which cannot be excluded under the relevant laws, Hyperion, PFSL and Pinnacle disclaim all liability to any person relying on the information contained in this communication 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. This disclaimer extends to any entity that may distribute this communication.
Any opinions and forecasts reflect the judgment and assumptions of Hyperion and its representatives on the basis of information available as at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future.
Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Hyperion. Pinnacle and its associates may have interests in financial products and may receive fees from companies referred to during this communication. This communication may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and Hyperion.