The WS Blue Whale Growth Fund is a concentrated, long-only global equity fund which typically holds between 25 and 35 stocks at any one time, with a focus on large cap companies in developed markets with Total Return over the last year of almost 42%.
Stephen joined the focusIR May Investor Webinar to discuss the Blue Whale portfolio and to provide his view of pre-pandemic investment themes such as 'Digital Transformation' and his new favourite transcendent theme, AI, with 8.75% of the portfolio in chipmaker Nvidia and wishes there were more direct AI investment opportunities.
Stephen told investors he expects US inflation to trend between 3-4% making it hard to get returns on many stocks.
Companies mentioned include:
- Nvidia (NASDAQ; NVDA)
- Mastercard (NYSE; MA)
- Visa (NYSE;V)
- Lam Research; (NASDAQ; LRCX)
- Applied Materials; (NASDAQ; AMAT)
Blue Whale was set up by Lead Fund Manager Stephen Yiu, backed by Chairman Peter Hargreaves.
