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Blue Whale (BW)

Blue Whale Capital investor presentation at Mello London November 2019

03 December 2019

Blue Whale Capital investor presentation at Mello London November 2019
Presented by Stephen Yiu, Chief Investment Officer

Stephen outlines the investment objectives of the Blue Whale Growth Fund, and how they achieve their market beating performance.


What Blue Whale do? – 00:23

Flagship fund – Blue Whale Growth – 03:05

Investment process – significant out performance focussed – 04:02

Invest in high quality businesses – 05:47

What an attractive price means – 10:10

Portfolio construction – invest in what we know best – 17:20

What drives us to sell? – 20:28

How do we define risks? – 21:45

How we work as a team – 23:36

Portfolio characteristics – 25:10

Portfolio positions & Performance – 27:24


Blue Whale investment objective: The investment objective of the fund is to achieve capital growth over the long-term by investing in equities on a global basis, with a current focus on developed markets. The portfolio will be concentrated, generally comprising between 25 to 35 stocks. In our view investments must fall into the below criteria in order to qualify for selection within the portfolio: 1. The business must be fundamentally attractive, this means • it has the ability to grow and improve profitability over the long term • it must not face structural or imminent cyclical issues 2. The business must have an attractive price; • the business must have a current valuation that is attractive relative to its future growth and profitability • we expect the business to receive favourable revisions of medium-term consensus growth and profitability expectations These criteria enable the Investment Manager to select investments from a broad range of geographies and sectors with no particular sector or style bias. The Investment Manager will conduct detailed bottom-up fundamental research on each potential investment and in most cases produce their own financial model and forecasts of future performance.


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