Blue 鯨 経営者／支配人 Stephen Yiu on the INVESTING SHOW: Why I 溝へはまらせる／不時着するd Facebook for better and more reliable growth 適切な時期s

By This Is Money

Updated:

The Blue 鯨 Growth 基金 has 証明するd a 攻撃する，衝突する with 投資家s since its 開始する，打ち上げる almost five years ago, richly rewarding them with an 82 per cent return.

支援するd by 投資するing 壇・綱領・公約 創立者 Peter Hargreaves, the 基金 managed by Stephen Yiu has 的d a 比較して tight 大臣の地位 of 25 of what he sees as the world's best growth companies.?

His 在庫／株 選ぶing has 配達するd an 普通の／平均（する） 14.3 per cent 年次の return for 投資家s since 開始する，打ち上げる, compared to the IA 全世界の 部門 普通の／平均（する） 基金's 9 per cent.

But 投資するing 条件s have changed 劇的な over the past six months, with インフレーション seemingly far more 執拗な and いっそう少なく transitory than central banks 推定する／予想するd, 主要な to a 転換 in the 利益／興味 率 環境 and a sell-off for high-飛行機で行くing growth 在庫／株s.

The £960million 基金, with a 0.87 per cent 現在進行中の 告発（する），告訴（する）／料金s 人物／姿／数字, has fallen 16.5 per cent over the year-to-date, compared to the 部門 普通の／平均（する） 9.7 per cent 拒絶する／低下する.?

So does the market 騒動 this year change things for Blue 鯨 and how did Stephen get ahead of the curve on two of those big 指名するs, selling out of both Meta, as Facebook is now known, and Paypal before both 苦しむd hefty 拒絶する／低下するs in their 株 prices?

On this episode of the 投資するing Show, Stephen returns to the studio to join This is Money's Simon Lambert to discuss whether his 投資 見通し has changed, how the 最近の shake-out has 影響する／感情d the Blue 鯨 大臣の地位 and where he sees the best 適切な時期s now.

He 反映するs on how the change in 投資家 感情 - 始める，決める against a 背景 of high インフレーション, geopolitical 緊張 and the war in ウクライナ共和国 - could have an 衝撃 and whether 投資家s need to 精査する out the reliable growth 在庫／株s from the more 希望に満ちた blue-sky 株.

Stephen 明らかにする／漏らすs why he still 持つ／拘留するs 最高の，を越す ten positions in Adobe, Microsoft and Nintendo and why he has also 支援するd 高級な goods leader Kering.?

The Blue Whale Growth Fund has richly rewarded investors in the four-and-a-half years since its launch, but suffered this year in the market shake out.

The Blue 鯨 Growth 基金 has richly rewarded 投資家s in the four-and-a-half years since its 開始する，打ち上げる, but 苦しむd this year in the market shake out.

THE INVESTING SHOW

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