Two high-growth IPO's that Hyperion is backing. Jason Orthman of Hyperion Asset Management says they've taken recent positions in both Ozforex and 3P learning. He sees both as long-term growth stories with significant global tailwinds. OzForex provides international currency transfers, takes a spread on any deal. Its spread is actually a lot lower than the incumbent financial institutions. So the value proposition's very strong. We think there's a lot of potential for growth over the next 5 years. On 3P Learning, Orthman says 3P learning's core product - Mathletics - is now in 50% of Australian Schools. Over the longer term there will be a transition away from printed materials and text-books to more interactive learning. Mathletics has a first-mover advantage, and they can continue to grow and globalize that product. So over the very long term we think it's a very exciting company. #t=346