31 Aug 2026Hyperion Asset ManagementMP1HeldHyperion Asset Management continues to hold its position in Megaport after the company reported an FY26 result in line to ahead of guidance, with revenue growing 37% year-on-year to $312.2 million and EBITDA reaching $77.1 million, up 24%, both at or above the high end of guided ranges. Hyperion highlights FY27 guidance exceeding expectations, partly driven by three new Compute-as-a-Service contracts adding $506.2 million in total contract value, lifting the overall total to $1.3 billion. Despite potential short-term delays from semiconductor supply chain constraints, the manager believes Megaport is well positioned to benefit from the long-term build-out and utilisation of generative AI compute infrastructure.
31 Aug 2026Hyperion Asset ManagementGYGHeldHyperion Asset Management continues to hold its position in Guzman y Gomez after the company delivered a solid FY26 result, with network sales up 17.9% year-on-year to A$1.378 billion, despite reporting a negative net profit after tax of A$26.7 million tied to costs from exiting the US market. Hyperion notes the announcement of a 14.4 cent per share special dividend reflecting strong cash generation, alongside an extended A$100 million share repurchase program. The manager observes GYG continues absorbing cost inflation that has outpaced price increases, while an encouraging early FY27 trading update points to mid-single-digit comparable sales growth and 35 planned new Australian restaurant openings.
Hyperion Asset Management is a Brisbane-based boutique growth equities fund manager, running concentrated Australian and global growth strategies renowned for strong long-term performance. Hyperion focuses on identifying a small number of exceptional, structurally advantaged businesses capable of compounding earnings at high rates over long periods, rather than broadly diversifying across the market. The firm's process emphasizes deep qualitative analysis of competitive advantage, management quality and long-term growth runway, often leading to significant technology and consumer-platform exposure. Hyperion has repeatedly ranked among the top-performing Australian equity managers in industry surveys, reflecting its disciplined, high-conviction growth investment philosophy.
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11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.
31 Aug 2026Hyperion Asset ManagementMP1HeldHyperion Asset Management continues to hold its position in Megaport after the company reported an FY26 result in line to ahead of guidance, with revenue growing 37% year-on-year to $312.2 million and EBITDA reaching $77.1 million, up 24%, both at or above the high end of guided ranges. Hyperion highlights FY27 guidance exceeding expectations, partly driven by three new Compute-as-a-Service contracts adding $506.2 million in total contract value, lifting the overall total to $1.3 billion. Despite potential short-term delays from semiconductor supply chain constraints, the manager believes Megaport is well positioned to benefit from the long-term build-out and utilisation of generative AI compute infrastructure.
31 Aug 2026Hyperion Asset ManagementGYGHeldHyperion Asset Management continues to hold its position in Guzman y Gomez after the company delivered a solid FY26 result, with network sales up 17.9% year-on-year to A$1.378 billion, despite reporting a negative net profit after tax of A$26.7 million tied to costs from exiting the US market. Hyperion notes the announcement of a 14.4 cent per share special dividend reflecting strong cash generation, alongside an extended A$100 million share repurchase program. The manager observes GYG continues absorbing cost inflation that has outpaced price increases, while an encouraging early FY27 trading update points to mid-single-digit comparable sales growth and 35 planned new Australian restaurant openings.
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