Australia's High Conviction Global Equity Manager on Why the Best AI Names Are Still Undervalued. Featuring Mark Arnold & Jason Orthman (Hyperion Asset Management)

Let us know your thoughts, questions, and who you want to hear from next!EW&L's Tim Whybourne sat down with Mark Arnold and Jason Orthman, CIO and Deputy CIO of Hyperion Asset Management, to talk through what may be the most consequential investment backdrop of our careers. Hyperion manages over $13 billion with a single conviction: find companies that compound earnings at double-digit rates and hold them long enough for the market to agree. In practice, that requires a pain tolerance most investors don't have. In this episode, Mark and Jason make the case that quality growth stocks, the ones most people think are expensive, are deeply undervalued on a 10-year view. They walk through how they repositioned ahead of the SaaS unwind, why they see AI as a structural shift rather than a theme, and what it means to own the full stack rather than bet on individual applications. Their forecast: 25% EPS growth across the portfolio. The current drawdown, in their view, is the entry point. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.