Blue Whale1 Videos

Blue Whale Growth Fund presentation at Mello Trusts & Funds May 2019
0
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 […]