4 High quality fund managers with good exposure to European QE

Livewire Exclusive

Livewire Markets

Tim Samway, the Managing Director of Hyperion Asset Management says that he likes a number of Investment Managers - particularly those with exposure to Europe and its QE program. We like them because there’s underlying growth in markets over long periods of time. Revenue tends to go up as FUM goes up. And costs are relatively fixed so you get very high operational leverage. So it means for a percentage increase in sales you get a commensurately larger profit. We take a long term view so often a short term correction in a market is an opportunity to increase your exposure to an Investment Manager.” Tim mentions 4 stocks that they own in this exclusive video (Please click the play button below the wire)

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.