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Interview with Stephen Yiu, Blue Whale Growth fund

Julian Marr sits down with Stephen Yiu, lead manager of the Blue Whale Growth fund to reflect on the portfolio’s six-year anniversary, the challenges faced and the outlook going forward.

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Boutiques

  • Baker Steel: Gold rally shows no signs of slowing

    Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.

  • The Launch Pad: Alex Ralph, Nedgroup Global Strategic Bond fund

    In the second of the new series, Adam Lewis talks to Alex Ralph, co-manager of the Nedgroup Global Strategic Bond fund.

  • Interview with Ben Guest

    Ben Guest, manager of the Gresham House Storage Energy Fund, discusses the performance issues the sector is undergoing and the outlook going forward.

  • Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure

    A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.

  • Introducing Asset Value Investors. Get to know our vision and strategy

    In this sponsored video, get to know Asset Value Investors as they share their journey and the investment strategy they have been following for over 40 years.

  • The Diversifiers: Thuy Quynh Dang, Cohen & Steers Global Listed Infrastructure fund

    In the third part of the PA+ Diversifiers series, Adam Lewis talks to Thuy Quynh Dang, co-manager of the Cohen & Steers Global Listed Infrastructure fund.

  • Interview with Ken Wotton, Strategic Equity Capital trust

    On the three-year anniversary of taking over the Strategic Equity Capital trust, Gresham House’s Ken Wotton says there has rarely been a better time to invest in UK small caps.

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