Founder of £1.1 bn fund on getting a feel for company culture, looking beyond the quarter and why former sell-siders make good IROs
When Stephen Yiu, managing partner and chief investment officer at the Blue Whale Growth Fund, branched out in 2016, Peter Hargreaves – co-founder of Hargreaves Lansdown, where Yiu previously worked – seeded Blue Whale with £25 mn ($32 mn) in capital. Today, Yiu’s long-only global equity fund has £1.1 bn in assets under management (as at June 28, 2024), with a high-conviction portfolio of 25-35 stocks, featuring names from NVIDIA to Meta, Moncler to Visa.
Here, Yiu talks to IR Magazine
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Garnet Roach
An award-winning journalist, Garnet Roach joined IR Magazine in October 2012, working on both the editorial and research sides of the publication. Prior to entering the world of investor relations, her freelance career covered a broad range of...
Deputy editor
