Investment Team.

 


Stephen Yiu.

Lead Fund Manager
Chief Investment Officer

Stephen is the lead manager of the LF Blue Whale Growth Fund.

Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis, and most recently under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry.

Previous funds he has directly managed or co-managed are – Citywire’s AA-rated Artemis UK Growth Fund (now Artemis UK Select Fund), Artemis Pan-European Hedge Fund (nominated for EuroHedge Awards 2010) and New Star UK Gemini Hedge Fund (nominated for EuroHedge Awards 2007).

Stephen setup his own fund management business in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown. Born in Hong Kong, he grew up in Singapore before completing his education in the UK. A fluent speaker of English, Cantonese and Mandarin, Stephen truly is a global citizen, and with his 15 years of investment experience is well equipped to manage portfolios in this new global economy.

 


Robert Lloyd, CFA, ACA.

Co-Fund Manager

Rob is the co-manager of the LF Blue Whale Growth Fund.

Rob was a global equity analyst working under Martin Taylor at Nevsky Capital from 2014-2016 where he focused on the major developed markets.

He started his career at Deloitte where he qualified as a Chartered Accountant before moving into investment banking at Fenchurch Advisory Partners. He is also a CFA® charterholder.

In his younger days Rob was a professional footballer at Crewe Alexandra and he still enjoys playing and watching many different sports.

 


Daniel Allcock, ACA.

Investment Analyst

Dan joined Blue Whale as an Investment Analyst in November 2017, assisting the fund managers in investment research and idea generation.

After graduating from the University of Warwick with a Mathematics degree he qualified as a Chartered Accountant with PricewaterhouseCoopers. He then joined Nevsky Capital where he worked as an equity analyst for two years.

Whilst at Nevsky, Dan honed an approach based on proprietary research and detailed financial modelling and carries this philosophy into his work at Blue Whale.

 


Xiao Cai, CFA.

Investment Analyst

Xiao joined Blue Whale as an Investment Analyst in July 2017, assisting the fund managers in investment research and idea generation.

After obtaining a master’s degree in Mathematics and Philosophy from Oxford University, Xiao worked across Europe as an investment analyst for Knight Vinke Asset Management, a European Activist Fund. He is also a CFA® charterholder.

Xiao brings his skills in deep dive fundamental analysis honed at Knight Vinke to his research on companies and business models at Blue Whale. 

 

 

 

 

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