Meet the Manager Client Event 2021

Seminar
Location: Webinar via Zoom

TOPICS

1. Investing with Profile. Presentation by Jerome Bodisco – Head of Investments at Profile Financial Services. Jerome provided a year in review update on the Profile Portfolios (Preservation and Accumulation) and reviewed some of the most interesting investments we have made over the past 12 months including the Hyperion Australian Growth Companies Fund.

2. Hyperion Growth Equities

TOPICS

1. Investing with Profile. Presentation by Jerome Bodisco – Head of Investments at Profile Financial Services. Jerome provided a year in review update on the Profile Portfolios (Preservation and Accumulation) and reviewed some of the most interesting investments we have made over the past 12 months including the Hyperion Australian Growth Companies Fund.

2. Hyperion Growth Equities

Meet the Manager - Hyperion

Mark Arnold & Jason Orthman, Lead Portfolio Managers (Hyperion)
Structural growth themes that will drive performance in a low growth & increasingly disrupted world.

Award winning Australian and Global Equity specialists, Hyperion Asset Management, was our guest speaker at our ‘Meet the Manager’ event this year.

Hyperion’s flagship strategy, the Hyperion Australian Growth Companies Fund, features prominently in the Profile Portfolios and plays a key role in preserving capital during market drawdowns whilst also achieving attractive returns significantly above the relevant benchmarks (after fees) over the long term. To date it has delivered chart topping results backed by a disciplined investment process, a clear philosophy, and a motivated team of high quality investment professionals. Profile’s ‘Meet the Manager’ event offers all clients invested in the Profile Portfolios the opportunity to hear firsthand from one of the best equity managers in the country.

Hyperion’s interesting topic for this educational event was ‘Structural growth themes that will drive performance in a low growth & increasingly disrupted world’ – a fascinating presentation.

About our guest speakers – Mark Arnold, Lead Portfolio Manager, CIO & Managing Director – CFA, B. Com, LLB, CA, SF Fin

Mark has been a key contributor to the investment returns Hyperion has achieved since its inception in 1196. He has played in integral role in the design of Hyperion’s investment process and was instrumental in establishing the collegiate investment team culture that has underpinned Hyperion’s long-term success. Mark is the Chief Investment Officer and Managing Director of Hyperion. He is also the Chair of Hyperion’s Investment Committee.

Mark has been professionally analysing listed companies since 1991. He is a qualified accountant. Prior to establishing himself in the investment industry, Mark worked for KPMG. He holds undergraduate qualifications in Commerce and Law. Mark is CFA Charterholder and a substantial shareholder in Hyperion.

Jason Orthman, Lead Portfolio Manager, Deputy CIO & Executive Committee Deputy Chair – CFA, B.Eng (Chemical), B.Bus

Jason is entered the investment industry in 2002 and joined Hyperion as an analyst in 2008 before being promoted to Portfolio Manager in 2009. Jason continues to be responsible for the research of equities in support of the team’s investment decisions across Hyperion’s product range.

Jason believes that quality structural growth companies will outperform average businesses over hte long-term, when purchased at appropriate prices. He is also committed to Hyperion’s investment lead equity ownership model. Jason will continue to promote quality research analysis as core to Hyperion’s alpha drive success.

Jason has a Bachelor of Chemical Engineering (1st Class honours), a Bachelor of Business Management, a Graduate Diploma of Applied Finance and Investment and is a CFA Chaterholder.

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