Hyperion Asset Management

Joel Gray is the Chief Investment Officer, leading the firm's concentrated quality-growth equity portfolios. He works alongside a team that includes head of research Alex Bayes and senior portfolio managers Mark Arnold and Jason Orthman. Founder Tim Samway has gradually stepped back from day-to-day portfolio management but remained Managing Director through 2023.

Hyperion operates an in-house bottom-up fundamental research process that screens for companies with sustainable competitive advantages, recurring or sticky revenue, and disciplined management teams. The team conducts extensive management meetings and forensic financial statement analysis. Sourcing is almost entirely proprietary; the firm does not rely on sell-side research or external consultants for idea generation.

Hyperion runs long-only, benchmark-agnostic equity portfolios. It does not operate a hedge fund or long-short strategy. The firm takes high-conviction positions — typically 20 to 35 holdings — and does not attempt to mirror the S&P/ASX 300 index weightings.

Hyperion manages the Hyperion Australian Growth Companies Fund, the Hyperion Small Growth Companies Fund, and a global equities strategy. These are all high-conviction, concentrated portfolios managed using the same quality-growth philosophy. The Australian Growth Companies Fund has been a flagship product for more than two decades.

No. Hyperion is a specialist listed-equities manager and has not expanded into private equity, private credit, infrastructure, real assets, or multi-asset solutions. Its sole focus remains quality-growth listed equities across Australian and global markets.

There is no relationship. Hyperion Asset Management in Brisbane is entirely separate from the London-based Hyperion Insurance Group, which operates in specialty insurance brokerage and has no connection to the Australian funds manager.

Hyperion has historically been owned by its founding and senior investment principals. The firm has not sold an equity stake to an external financial buyer or a major asset-management consolidator, maintaining its independence and investment autonomy as a privately held employee-owned boutique.