Blue Whale Capital is a boutique asset management firm headquartered in London, boasting the backing of retail investment tycoon Peter Hargreaves. At the helm is the flagship WS Blue Whale Growth Fund, the firm's inaugural fund, designed to secure long-term capital growth surpassing market indices. The fund accomplishes this by strategically investing in high-quality companies worldwide, targeting those with attractive valuations. Under the leadership of former Artemis luminary Stephen Yiu, the fund managers conduct meticulous fundamental analyses for each investment opportunity.
Stephen Yiu, the founder of Blue Whale Capital, serves as the lead manager of the Blue Whale Growth Fund. Stephen embarked on his career as a fund manager at Hargreaves Lansdowne before holding positions at New Star, Artemis, and Nevsky Capital. In 2016, with the support of his former employer Peter Hargreaves, Stephen launched the Blue Whale Growth Fund, a long-only and concentrated global equity fund. Originally from Hong Kong, Stephen spent his formative years in Singapore before pursuing his education in the UK. Fluent in English, Cantonese, and Mandarin, Stephen embodies a global perspective, a quality that complements his two decades of investment expertise. Equipped with this extensive experience, he adeptly navigates portfolios within the evolving landscape of the global economy.
According to Blue Whale Capital's most recent 13F filing for Q4 2023, disclosed $779,730,301 in managed 13F securities, with a top 10 holdings concentration of 82.06%. NVIDIA Corp. stands as its largest holding, with 217,873 shares held.
