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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
Episodes
Wednesday Oct 04, 2023
Wednesday Oct 04, 2023
In this episode of the Invest it Best podcast, host Ted Richards speaks with Hyperion's Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman who shares his expert analysis on portfolio success.
They discuss the following;
- What Hyperion looks to exploit when they invest
- Where Hyperion views the best opportunities in the AI/Machine Learning megatrend
- How AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)
- Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months
- Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla
- Their recent global research trip including Domino's (ASX:DMP) success in the European market
Jason is currently lead portfolio manager at Hyperion across all three of their equity strategies, Australian equities, small caps and global equities. Jason gained 6 years industry experience as a Senior Research Analyst with Wilsons, prior to joining Hyperion.
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The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
To visit Hyperion's website, click here
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