During the month of June 2022, Aspiri held a webinar with Hyperion Asset Management to talk all things stock markets, which have fallen quite heavily over the past 8 months. We have taken some highlights of the webinar and in this video Hyperion give us an update as to where stock markets are at and why they have fallen quite heavily.
If anything in this video resonates with you or you would like further clarification on anything seen in the video, then contact us today. You can also read the main points of the video down below.
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Current disconnect in share price vs fundamentals – Long Term Opportunity – Part 2
The disconnect from the fundamentals of what is actually occurring within these companies with the reality of what’s happening on the share prices is completely so irrational. For us, being professional long term businessowners and investors, it makes no sense for us not to be reducing our cash levels into our portfolios and investing heavily into these companies while their fundamentals are looking strong.
In the global fund, we had around 8% or 9% cash weight last year. Currently, we have about a 2% cash weight. So, we are more than confident that our businesses are able to perform in this environment fundamentally and that will shortly translate, or we expect it would translate in the long term of returns. If we want share markets to move higher earnings per share growth, we know is the driver for that.
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