The Transition from “Growth Abundance” to “Growth Scarcity” is Positive for Structural Growth Stocks
Hyperion Asset Management’s Managing Director and Chief Investment Officer Mark Arnold and Deputy Chief Investment Officer Jason Orthman deep dives into the current macroeconomic environment; where have we come from and what the outlook looks like, why growth scarcity is positive for structural growth stocks, key insights from the latest Global and Australian reporting seasons, the resounding opportunity in quality, structural growth companies and an overview of Hyperion’s portfolios and positioning.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.
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