Do consumer staples deserve a place in portfolios anymore?
Consumer staples are a top allocation within many of the UK’s most popular funds, but the quality of the sector has deteriorated over the past decade
Stephen Yiu
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Blue Whale’s Yiu: How the UK election could impact investors
Stephen Yiu discusses ‘disappointing’ and ‘misguided’ political parties vying for power
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Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
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Why Blue Whale’s Stephen Yiu rebought Meta in 2023
Also exited ASML on valuation grounds