Every investor should own Nvidia – here’s why

Stephen Yiu
22 Mar 2024 | Read Time: 3m 50s

Among the buzziest companies of the moment, Nvidia has been making headlines mainly due to its recent stellar share performance. Given this price increase, investors across the board…

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Transcendent Companies

Stephen Yiu
29 Feb 2024 | Read Time: 4m 27s

My first passion is investing, but away from work, I truly enjoy going out for dinner – whether it's burger bars or Michelin stars, sharing meals with friends and family is my favourite…

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2023 - Year in Review

Stephen Yiu
05 Feb 2024 | Read Time: 5m 0s

Review of the year: A look back at 2023

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6 Year Anniversary

Stephen Yiu
28 Sep 2023 | Read Time: 5m 22s

Look back over the lifespan of LF Blue Whale Growth Fund.

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H1 2023 update

Stephen Yiu
01 Aug 2023 | Read Time: 1m 57s

The first half of 2023 saw a return to outperformance for the LF Blue Whale Growth Fund, following a particularly volatile year in 2022.

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The Expensive Era

Stephen Yiu
06 Jun 2023 | Read Time: 9m 26s

The story of Blue Whale has been to invest according to the environment we see before us. Having launched in 2017, we had no track record to speak of. Instead, we focussed on what we…

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2022 - Year in Review

Stephen Yiu
08 Feb 2023 | Read Time: 5m 51s

After two tumultuous years in 2020 and 2021, all those looking forward to 2022 being blissfully uneventful were sorely disappointed. To start the year, the spectre of Russian aggression…

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Why we love this energy stock

Stephen Yiu
11 Jan 2023 | Read Time: 2m 53s

Whilst we tend not to discuss investee companies outside of the Top 10, many people have noticed a new sector appearing on our Factsheet in the last few months – Energy. We have so…

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A blank sheet of paper

Stephen Yiu
11 Oct 2022 | Read Time: 3m 48s

The investment process at Blue Whale has always been guided by a simple mantra – we are committed to delivering significant outperformance for our investors.In order to do this, we…

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H1 2022 update

Stephen Yiu
20 Jul 2022 | Read Time: 2m 44s

The first half of 2022 saw inflation fears of late 2021 come to a head. Accordingly, global equity markets saw increased volatility, with a mark down across the board. Traditional value…

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2022 performance update

Stephen Yiu
03 May 2022 | Read Time: 4m 5s

As we approach the halfway point of 2022, we feel it is necessary to discuss the recent performance of the fund. The fund has suffered over the first half of the year. We make a point…

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Stagflation - look for the Holy Trinity

Stephen Yiu
20 Apr 2022 | Read Time: 4m 58s

When we look over the last few months there has been a plethora of news surrounding rising prices. From food to fuel, everyday essentials are costing more. Conversely, there has been…

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2024

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