Blue Whale Growth Fund Co-founder Stephen Yiu talks ‘maximising outperformance’ at Investor Summit

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#StephenYiu #PeterHargreaves #GlobalEquties #BlueWhale #Conviction #Uber #Defence #Investing Stephen Yiu is well known for his bold high conviction stock picking approach, and the Blue Whale Growth Fund which he Co-founded with Peter Hargreaves nine years ago is always one to track. Stephen, CIO and Lead Fund Manager at Blue Whale Growth Fund, appeared twice at the inaugural Investment Summit, once when he talked delegates through his high conviction portfolio of 25 to 30 stocks, and again when Peter Higgins conducted a ‘Fireside Chat’ with Stephen to bring out a different side of one of the UK’s more high profile investors. Donald Leggatt interviewed Stephen Yiu after the Summit and asked him to talk us through his presentation, investment style, and specifically why he is selling defence stocks and buying Uber. https://bluewhale.co.uk