Stephen Yiu News
04.07 / 10:57
VISA
MasterCard
inflation
Interest rates
Unit trusts/OEICs
Blue Whale bets on Mastercard and Visa as inflation hedge
Yiu is also confident in tech companies such as Nvidia, ASML and Lam Research, which made it to the fund's top ten holdings.
08.12 / 15:59
UPS
Backed
Peter Hargreaves-backed Blue Whale sees profit more than double to £5.6m
Blue Whale Capital, the fund management company backed by billionaire Peter Hargreaves, more than doubled profit during its last financial year on the back of an almost 90% increase in investment management fee revenue.
03.03 / 11:37
NASDAQ
Stock indices
COMPOSITE
Indexes
Faang stocks are ‘broken’ — here are the companies to watch
They were some of the biggest winners during the Covid pandemic, but now Faang stocks are "broken". That's according to Stephen Yiu, who manages the £1bn Blue Whale Growth fund.
02.03 / 14:15
NASDAQ
Stock indices
COMPOSITE
Indexes
Faang stocks are ‘broken’ — here are the companies to watch
They were some of the biggest winners during the Covid pandemic, but now Faang stocks are "broken". That's according to Stephen Yiu, who manages the £1bn Blue Whale Growth fund.
01.03 / 14:09
Digital
Allianz
Listen: How to spot tech stock winners
After the share prices of some of the world's biggest tech stocks slumped in January, how can investors avoid being burned in the future? Which companies will thrive in a new digital era?
08.02 / 04:15
Provident
PayPal
Blue Whale’s Stephen Yiu on dumping Meta stock and why ‘it will get worse’
One of the UK’s best-known retail fund managers is breathing a sigh of relief after dumping shares in Meta and PayPal ahead of the brutal selloff that wiped billions off the stocks.
03.02 / 16:27
Facebook
Provident
PayPal
Blue Whale’s Stephen Yiu on dumping Meta stock and why ‘it will get worse’
One of the UK's best-known retail fund managers is breathing a sigh of relief after dumping shares in Meta and PayPal ahead of the brutal selloff that wiped billions off the stocks.
13.01 / 13:31
Amazon
Platform
Blue Whale’s Stephen Yiu says he dumped Amazon holding as ‘inflation narrative’ weighs on outlook
A UK-based retail investment fund backed by billionaire Peter Hargreaves has sold its entire stake in Amazon after holding the US online retail giant for four years.
13.01 / 03:21
Amazon
Platform
Blue Whale’s Stephen Yiu ditches Amazon holding
A UK-based retail investment fund backed by billionaire Peter Hargreaves has sold its entire stake in Amazon after holding the US online retail giant for four years.
19.11 / 10:45
FIVE
Blue Whale’s Stephen Yiu on why he loves inflation, but isn’t interested in China
As the world slowly begins to emerge from the Covid pandemic, investors are starting to re-evaluate portfolios and question whether what worked over the past 18 months will continue to deliver under a new normal. Inflation, the rise of China, and the unstoppable march of tech stocks are among some of their main considerations.
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