Why Blue Whale’s Stephen Yiu rebought Meta in 2023
Also exited ASML on valuation grounds
Blue Whale Capital
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Valuation potholes mar US road to recovery
‘We don’t need to see ‘blood on the streets’ as Sir John Templeton said, but there are a lot of yellow flags’
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Peter Hargreaves: UK investors underweight America
Blue Whale chair bullish about prospects for the US amid gloomy global outlook
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Blue Whale backs Canadian energy as competitors struggle with supply
Canada highlighted as an alternative to traditional oil producing nations of the US, Russia and Saudi Arabia
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Blue Whale puts £120k on the line to disprove market timing myths
‘Bit of a marketing gimmick’ but lessons on pound-cost averaging are worthy
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Blue Whale Growth buys defensive plays as tech-heavy fund tanks
Manager Stephen Yiu buys North American railroad stocks after dumping Meta and Paypal
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Blue Whale Growth sees Gucci-owner and Google parent slide into top 10 holdings
Manager Stephen Yiu purchased French fashion house Kering in February
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Blue Whale poaches Artemis sales manager as hiring spree ramps up
Managing partner and CIO Stephen Yiu taps former employer for relationship manager
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Blue Whale Growth draws comparisons to Fundsmith Equity as it bags top rating in FE rebalance
Liontrust and Baillie Gifford dominate highest-rated funds in January rebalance, while ESG funds shine
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Blue Whale goes on hiring spree after growth fund triples in size
Stephen Yiu’s fund has returned 26% this year but has underperformed peers more recently
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Blue Whale’s Yiu: ‘Ban diversified portfolios’
For Blue Whale Capital’s lead fund manager and chief investment officer Stephen Yiu, the ambition is as large as the namesake mammal.
