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Blue Whale TV.

The Fund’s performance to date

Stephen explains the market conditions in 2018 and 2019 and how the fund has performed in these two very different years.
50 views • 10 December 2019
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Why do you predominantly invest in the US?

Stephen explains the market conditions in 2018 and 2019 and how the fund has performed in these two very different years.
30 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.
20 views • 8 August 2019
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What is your view on timing the markets and volatility?

As Blue Whale focusses on company fundamentals – a “bottom up” approach – the attitude towards volatility is more focussed at a company level, rather than market wide movements.
13 views • 10 December 2019
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Do you think some US stocks are in a bubble?

Stephen explains where he believes bubbles exist and why not all companies can be lumped in together when looking at a potential sector-wide bubble.
11 views • 10 December 2019
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Is there an opportunity cost of holding cash in the fund?

Stephen explains the rationale for the relatively high cash holding in the fund in 2019.
14 views • 10 December 2019
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What are your expectations for 2020?

Stephen explains his belief that, due to the conviction Blue Whale has in its investee companies, the portfolio will continue to outperform the wider market in the event of macro uncertainty and a falling market.
19 views • 10 December 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.
81 views • 31 August 2019
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This is Money | The Investing Show

Stephen Yiu joins Simon Lambert on The Investing Show to discuss the secret to Blue Whale's start-up success and where the Fund is investing now.
23 views • 10 December 2019
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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.
85 views • 31 August 2019
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Stephen Yiu presents at Mello London 2019

Blue Whale presentation at Mello London November 2019
242 views • 12 November 2019
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