Skip to content

Podcast: Stock picking tactics with Stephen Yiu of Blue Whale Capital


In this podcast, we talk to Stephen Yiu, lead manager of the Blue Whale Growth Fund about the characteristics he looks for when stock picking. Blue Whale Capital is a UK-based investment management boutique which was set up by Chief Investment Officer Yiu with the backing of Peter Hargreaves. Yiu himself worked at Hargreaves Lansdown early in his career.

The LF Blue Whale Growth Fund was launched in September 2017 and as on the podcast we discuss the fund’s approach to buying large cap stocks in global, developed equity markets. Yiu and his team focus on a high conviction, value-driven approach to stock selection.

Yiu has been the manager of the LF Blue Whale Growth Fund since its inception.  He has also worked at other marquee fund management houses in London like New Star and Artemis, as well as hedge fund Nevsky Capital. On the podcast we go into Yiu’s stock picking process, kick the tyres of some of the hot themes in the market at the moment, and also take time to discuss how the geopolitical environment affects his thinking on portfolio management.

In the autumn it’s my plan to start doing some more fund manager interviews, so if there is a star portfolio manager you would like to hear from on the podcast, do drop us a line.

Listen to the podcast

Or subscribe to our channel on your favourite platform

Don’t miss out on our weekly podcast. You can find us on SpotifySoundcloudAmazonAppleYouTube and many other popular platforms

Like this article? Sign up to our free newsletter.

This article does not constitute investment advice. Do your own research or consult a professional advisor.

'How to' Guides

Our latest in-depth company reports

Detailed reviews of selected companies and investment trusts.

On the podcast

Sign up for great investing stock tips

Thanks to our Partners

Our partners are established, regulated businesses and we are grateful for their support.

FP Markets
CME Group
Back To Top