Blue Whale2 Videos

Blue Whale: Interview with Stephen Yiu, Chief Investment Officer (CIO)
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45:40

Blue Whale: Interview with Stephen Yiu, Chief Investment Officer (CIO)

Blue Whale was launched in September 2017, since when it’s achieved an annualised return of 21%. Here, Stephen gives us an insight to how he achieves those return, and what they do differently. An interesting insight to those who manage their own money, or those who are interested specifically in Blue Whale Capital. Introduction – […]
Blue Whale Growth Fund presentation at Mello Trusts & Funds May 2019
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27:31

Blue Whale Growth Fund presentation at Mello Trusts & Funds May 2019

By Stephen Yiu, CIO Introduction – 00:22 What we do – 00:54 Key facts of Blue Whale Growth Fund – 05:15 Investment process – 06:03 Company research – 07:06 Our definition of a high quality business – 08:13 Our approach to valuation – 10:07 Financial modelling & forecasts – 13:25 Portfolio construction – 17:25 What […]