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

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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.

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

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