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Blue Whale TV.

Has your investment philosophy changed following the Covid-19 crisis?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. Robert, Tony and Vincent asked what we have learnt about the portfolio since the start of the Covid-19 crisis, and has our investment philosophy changed since then?
187 views • 6 May 2020
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Why did you estabish Amazon as the stock to buy?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. Johan wanted to know how Blue Whale established Amazon as the stock to buy as opposed to Microsoft, which fell more in value and is on a lower price to earnings.
139 views • 6 May 2020
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Do you expect to significantly reduce the cash holding in the fund?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. Aidan wanted to know, given the extensive sell off in global equity markets, whether we expect to significantly reduce the cash holding in the Fund.
154 views • 6 May 2020
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Do you attach a maximum rating to every stock in the portfolio?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. Robert wanted to know whether we attach a maximum rating to every stock in the portfolio and if so, what stocks have been sold as a result of exceeding their maximum rating.
105 views • 6 May 2020
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Is the Fund's bias to tech not worrying at a time of great volatility?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. Steve asked whether the Fund's bias towards tech was worrying at a time of great volatility.
122 views • 6 May 2020
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How do you incorproate ESG issues when putting together investment ideas?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. Yasir asked how we incorporate ESG issues when putting together investment ideas.
89 views • 6 May 2020
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How have you performed compared to your investable universe?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. Christopher wanted to know how we've performed compared to our investable universe.
108 views • 6 May 2020
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Why wasn't the Fund set up as an Investment Trust?

Stephen Yiu, Lead Manager of the Blue Whale Growth Fund answers questions for the Blue Whale Investor Q&A. A number of investors wanted to know why the Fund wasn't set up as an Investment Trust and whether there are any plans to launch one in the future.
139 views • 6 May 2020
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COVID-19: How the Blue Whale Growth Fund is positioned.

Stephen Yiu speaks to Catherine McQueen about the challenges posed by COVID-19 and what this means for investors in the Blue Whale Growth Fund.
607 views • 20 March 2020
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The Impact of COVID-19 on financial markets and the wider economy

Stephen Yiu speaks to Catherine McQueen about the impact of COVID-19 on financial markets and the wider economy.
281 views • 19 March 2020
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Blue Whale's 2nd Anniversary

Peter Hargreaves and Stephen Yiu talk about the first two years at Blue Whale and provide their thoughts on the future of the Fund. We do not give investment advice so you need to decide if an investment is suitable for you. If you are unsure whether to invest you should contact a financial adviser. Any research or news article should not be construed as financial advice. You should note that capital is at risk with any investment and you may get back less than you invested. Past performance is not a guide to future performance.
166 views • 31 August 2019
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What are your ambitions for Blue Whale?

Stephen explains how, through sustained performance of the fund, he hopes to deliver great returns for investors, whilst also leading the case for active management in the UK.
76 views • 8 August 2019
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What does Blue Whale offer vs other funds?

Stephen highlights the difference in investment philosophy and investment in resources that we believe makes the Blue Whale Growth Fund different to the other 300 funds in the sector.
266 views • 31 August 2019
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