Quality pays dividends, again

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“Results from this reporting season reveal that the best Australian companies have a competitive advantage and grow their businesses on the back of sustainable earnings rather than debt. Weaker ones

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Warning, disruption ahead

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Aussie equities manager urges investors to embrace innovation in 2015 The clear winners in the year ahead will be Australian companies positioned to profit from innovation and disruption, which means

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Ignore the noise and keep your eye on the long game, investors advised

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Aussie investors ill served by short-term debate that adds no value Despite decades of evidence to the contrary, investment managers and commentators persist in holding a short term view of

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Buoyant IPO market continues to tempt investors

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Leading small caps investor warns that a desire for short-term gain can lead to long-term pain “Rising equity markets have seen the tide of initial public offerings (IPOs) rise as

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For long term success, look beyond miners and banks

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Outperformance driven by quality stocks, not sectors With miners leading the gains in this year’s interim earnings reports, many investors might be tempted to flock to mining stocks. However, award

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Predictability and sustainability of earnings growth the key to success in 2014

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Market sentiment has improved over the past year, and with it investors’ appetite for risk, according to equities specialist Hyperion Asset Management. Hyperion’s Chief Investment Officer, Mark Arnold, and Portfolio

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Dare to disagree – equities manager warns of the dangers of groupthink

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Fear of expressing views at odds with the group could be causing some fund managers to ignore information which could lead to better investment decisions. This is the view of

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Reporting season: don’t let the numbers get in the way of a good story

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Too often investors take reporting season figures at their face value instead of looking deeper to see the real story, says Australian equities fund manager, Hyperion Asset Manager. As a

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It’s not the size of the company, it’s the size of the return

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All things being equal, when it comes to Australian equities, small and medium-sized companies are likely to perform better than their large-cap counterparts, says fund manager Hyperion Asset Management. This

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Long term earnings growth the real predictor of outperformance

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“Earnings growth drives prices in the long term, so identifying companies with sustainable earnings growth potential is crucial.”  This is the view of Tim Samway, Managing Director of Hyperion Asset

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