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Episode 4 - The Courage of Convictions
Most active fund managers fail to beat the market, but some find success through a distinctive approach. In this episode of Outperformance Matters, Chief Investment Officer of Blue Whale Capital, Stephen Yiu, argues that high conviction is one of the most effective paths to beating the market.
Stephen reveals the personal experience that encouraged him to embrace a concentrated portfolio of just 25 companies, explains why rules stop him concentrating even further, and shares Warren Buffett's maxim on how wealth is really built. Plus, he offers a provocative take on why the London Stock Exchange is losing its competitive edge and busts an investment myth about equity income.
Capital at risk. Views we express on companies, asset classes and markets do not constitute Investment Recommendations and must not be viewed as such. Past performance is not a guide to future performance. This communication is issued by Blue Whale Capital LLP which is authorised and regulated by the Financial Conduct Authority.
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By Blue Whale Capital LLPMost active fund managers fail to beat the market, but some find success through a distinctive approach. In this episode of Outperformance Matters, Chief Investment Officer of Blue Whale Capital, Stephen Yiu, argues that high conviction is one of the most effective paths to beating the market.
Stephen reveals the personal experience that encouraged him to embrace a concentrated portfolio of just 25 companies, explains why rules stop him concentrating even further, and shares Warren Buffett's maxim on how wealth is really built. Plus, he offers a provocative take on why the London Stock Exchange is losing its competitive edge and busts an investment myth about equity income.
Capital at risk. Views we express on companies, asset classes and markets do not constitute Investment Recommendations and must not be viewed as such. Past performance is not a guide to future performance. This communication is issued by Blue Whale Capital LLP which is authorised and regulated by the Financial Conduct Authority.