Stephen Yiu

A
3 Years of experience

Professional background

Stephen is the lead manager of the Blue Whale Growth Fund. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis with Tim Steer, and most recently under Martin Taylor and Nick Barnes at Nevsky Capital.

Educational background

Stephen graduated with BEng in Information Systems Engineering from Imperial College London and is Chartered Financial Analyst (CFA).

Performance

22.62%

Manager Annualised Return Since Inception

14.55%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

22.62%
14.55%
8.07%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Blue Whale Growth Fund
Focus on a genuinely active, valuation-driven approach
Benchmark
MSCI World, Net
Class
Class I
ISIN
GB00BD6PG563
AUM
£ 970,000,000
Ongoing Charges
0.87%